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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$540K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$249K
5
ECOL
US Ecology, Inc.
ECOL
+$215K

Top Sells

1
+$958K
2
+$779K
3
+$467K
4
V icon
Visa
V
+$365K
5
HD icon
Home Depot
HD
+$252K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$18K 0.01%
300
552
$18K 0.01%
+384
553
$18K 0.01%
+137
554
$18K 0.01%
175
555
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556
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100
557
$17K 0.01%
329
+3
558
$17K 0.01%
805
+11
559
$17K 0.01%
610
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560
$17K 0.01%
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561
$17K 0.01%
335
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562
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199
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563
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564
$17K 0.01%
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565
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566
$17K 0.01%
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567
$17K 0.01%
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568
$17K 0.01%
250
569
$16K 0.01%
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$16K 0.01%
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572
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746
573
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210
574
$16K 0.01%
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575
$16K 0.01%
180
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