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

Top Buys

1 +$652K
2 +$530K
3 +$254K
4
LOW icon
Lowe's Companies
LOW
+$250K
5
GE icon
GE Aerospace
GE
+$221K

Top Sells

1 +$987K
2 +$786K
3 +$452K
4
V icon
Visa
V
+$352K
5
HD icon
Home Depot
HD
+$236K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$9K ﹤0.01%
362
652
$9K ﹤0.01%
57
653
$9K ﹤0.01%
471
+13
654
$9K ﹤0.01%
324
655
$9K ﹤0.01%
180
+35
656
$9K ﹤0.01%
500
657
$8K ﹤0.01%
74
658
$8K ﹤0.01%
+136
659
$8K ﹤0.01%
171
660
$8K ﹤0.01%
224
661
$8K ﹤0.01%
377
662
$8K ﹤0.01%
415
663
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110
664
$8K ﹤0.01%
500
665
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199
666
$8K ﹤0.01%
1,197
667
$8K ﹤0.01%
+86
668
$8K ﹤0.01%
151
+128
669
$7K ﹤0.01%
+30
670
$7K ﹤0.01%
400
671
$7K ﹤0.01%
100
672
$7K ﹤0.01%
230
673
$7K ﹤0.01%
114
674
$7K ﹤0.01%
200
675
$7K ﹤0.01%
200