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
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%
415
658
$8K ﹤0.01%
500
659
$8K ﹤0.01%
199
660
$8K ﹤0.01%
+136
661
$8K ﹤0.01%
171
662
$8K ﹤0.01%
224
663
$8K ﹤0.01%
377
664
$8K ﹤0.01%
1,197
665
$8K ﹤0.01%
+86
666
$8K ﹤0.01%
151
+128
667
$8K ﹤0.01%
74
668
$8K ﹤0.01%
110
669
$7K ﹤0.01%
114
670
$7K ﹤0.01%
200
671
$7K ﹤0.01%
+30
672
$7K ﹤0.01%
200
673
$7K ﹤0.01%
131
674
$7K ﹤0.01%
130
675
$7K ﹤0.01%
97