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
$218M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$374K
3
+$265K
4
ABEV icon
Ambev
ABEV
+$148K
5
ETSY icon
Etsy
ETSY
+$132K

Top Sells

1
+$3.42M
2
+$3.05M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$1.71M
5
META icon
Meta Platforms (Facebook)
META
+$1.41M

Sector Composition

1 Technology 18.14%
2 Financials 16.6%
3 Healthcare 12.44%
4 Consumer Discretionary 10.69%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$10K ﹤0.01%
200
602
$10K ﹤0.01%
+540
603
$10K ﹤0.01%
250
604
$10K ﹤0.01%
153
605
$10K ﹤0.01%
250
606
$10K ﹤0.01%
100
607
$9K ﹤0.01%
330
608
$9K ﹤0.01%
451
609
$9K ﹤0.01%
+174
610
$9K ﹤0.01%
534
611
$9K ﹤0.01%
100
612
$9K ﹤0.01%
80
613
$9K ﹤0.01%
418
614
$9K ﹤0.01%
587
+73
615
$9K ﹤0.01%
1,000
616
$8K ﹤0.01%
114
617
$8K ﹤0.01%
80
618
$8K ﹤0.01%
200
-100
619
$8K ﹤0.01%
400
620
$8K ﹤0.01%
300
621
$8K ﹤0.01%
200
622
$8K ﹤0.01%
209
623
$8K ﹤0.01%
256
-47
624
$8K ﹤0.01%
324
625
$8K ﹤0.01%
150
23 24
25
26 27