YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$654K
2
+$343K
3
+$273K
4
META icon
Meta Platforms (Facebook)
META
+$256K
5
HUBB icon
Hubbell
HUBB
+$244K

Top Sells

1
+$746K
2
+$623K
3
+$469K
4
ADP icon
Automatic Data Processing
ADP
+$390K
5
SBUX icon
Starbucks
SBUX
+$362K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$12K 0.01%
252
527
$12K 0.01%
101
-31
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$11K ﹤0.01%
129
-49
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$11K ﹤0.01%
728
530
$11K ﹤0.01%
101
531
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276
+17
532
$11K ﹤0.01%
341
533
$11K ﹤0.01%
942
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534
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+215
535
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541
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800
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$11K ﹤0.01%
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550
$11K ﹤0.01%
61
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