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
576
$9K ﹤0.01%
147
-8
577
$9K ﹤0.01%
200
578
$9K ﹤0.01%
168
-65
579
$9K ﹤0.01%
+107
580
$9K ﹤0.01%
330
581
$9K ﹤0.01%
70
-23
582
$9K ﹤0.01%
179
-54
583
$9K ﹤0.01%
117
-40
584
$9K ﹤0.01%
131
-23
585
$9K ﹤0.01%
23
586
$9K ﹤0.01%
151
-52
587
$9K ﹤0.01%
98
-29
588
$9K ﹤0.01%
443
+101
589
$9K ﹤0.01%
180
-63
590
$9K ﹤0.01%
250
591
$9K ﹤0.01%
400
592
$9K ﹤0.01%
174
593
$9K ﹤0.01%
580
594
$9K ﹤0.01%
181
-63
595
$9K ﹤0.01%
136
-50
596
$9K ﹤0.01%
295
-72
597
$9K ﹤0.01%
182
-32
598
$9K ﹤0.01%
403
-129
599
$9K ﹤0.01%
365
-196
600
$9K ﹤0.01%
182
+9