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

Top Buys

1
+$896K
2
+$374K
3
+$243K
4
ABEV icon
Ambev
ABEV
+$154K
5
MDLZ icon
Mondelez International
MDLZ
+$122K

Top Sells

1
+$3.21M
2
+$2.85M
3
+$2.82M
4
META icon
Meta Platforms (Facebook)
META
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 18.13%
2 Financials 16.6%
3 Healthcare 12.44%
4 Consumer Discretionary 10.68%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5K ﹤0.01%
240
652
$5K ﹤0.01%
28
-11
653
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66
654
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60
-6
655
$5K ﹤0.01%
82
656
$5K ﹤0.01%
108
657
$5K ﹤0.01%
511
-97
658
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319
659
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108
-24
660
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44
661
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903
662
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663
$4K ﹤0.01%
50
-120
664
$4K ﹤0.01%
50
665
$4K ﹤0.01%
96
666
$4K ﹤0.01%
67
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667
$4K ﹤0.01%
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40
669
$4K ﹤0.01%
66
670
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671
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672
$4K ﹤0.01%
176
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673
$4K ﹤0.01%
57
674
$4K ﹤0.01%
2,000
675
$4K ﹤0.01%
200
25 26
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