YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
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
+$692K
2
+$320K
3
+$283K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
HUBB icon
Hubbell
HUBB
+$258K

Top Sells

1
+$748K
2
+$640K
3
+$397K
4
SBUX icon
Starbucks
SBUX
+$387K
5
DD icon
DuPont de Nemours
DD
+$370K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$12K 0.01%
215
527
$12K 0.01%
252
528
$11K ﹤0.01%
114
-44
529
$11K ﹤0.01%
800
530
$11K ﹤0.01%
361
-152
531
$11K ﹤0.01%
80
532
$11K ﹤0.01%
61
533
$11K ﹤0.01%
669
534
$11K ﹤0.01%
300
535
$11K ﹤0.01%
589
536
$11K ﹤0.01%
369
-109
537
$11K ﹤0.01%
96
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538
$11K ﹤0.01%
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-174
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$11K ﹤0.01%
191
540
$11K ﹤0.01%
208
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541
$11K ﹤0.01%
129
-49
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$11K ﹤0.01%
728
543
$11K ﹤0.01%
101
544
$11K ﹤0.01%
276
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545
$11K ﹤0.01%
341
546
$11K ﹤0.01%
942
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547
$11K ﹤0.01%
+215
548
$11K ﹤0.01%
400
549
$11K ﹤0.01%
195
-66
550
$11K ﹤0.01%
500
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