YWP
YorkBridge Wealth Partners Portfolio holdings
AUM
$394M
1-Year Return
15.56%
This Quarter Return
+8.62%
1 Year Return
-15.56%
3 Year Return
+36.55%
5 Year Return
+84.67%
10 Year Return
–
AUM
$218M
AUM Growth
-$9.57M
(-4.2%)
Cap. Flow
-$27.6M
Cap. Flow
% of AUM
-12.63%
Top 10 Holdings %
Top 10 Hldgs %
25.16%
Holding
893
New
21
Increased
111
Reduced
271
Closed
115
Top Buys
| 1 |
NVIDIA
NVDA
|
+$996K |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
+$374K |
| 3 |
Hubbell
HUBB
|
+$265K |
| 4 |
Ambev
ABEV
|
+$148K |
| 5 |
Etsy
ETSY
|
+$132K |
Top Sells
| 1 |
Amazon
AMZN
|
+$3.42M |
| 2 |
Mastercard
MA
|
+$3.05M |
| 3 |
Netflix
NFLX
|
+$2.96M |
| 4 |
Apple
AAPL
|
+$1.71M |
| 5 |
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% |
