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
$5K ﹤0.01%
44
654
$5K ﹤0.01%
904
655
$5K ﹤0.01%
106
656
$5K ﹤0.01%
66
657
$5K ﹤0.01%
60
-6
658
$5K ﹤0.01%
82
659
$5K ﹤0.01%
108
660
$5K ﹤0.01%
511
-97
661
$5K ﹤0.01%
319
662
$5K ﹤0.01%
108
-24
663
$4K ﹤0.01%
32
664
$4K ﹤0.01%
100
665
$4K ﹤0.01%
71
666
$4K ﹤0.01%
125
667
$4K ﹤0.01%
50
-120
668
$4K ﹤0.01%
50
669
$4K ﹤0.01%
96
670
$4K ﹤0.01%
67
-2,024
671
$4K ﹤0.01%
+70
672
$4K ﹤0.01%
40
673
$4K ﹤0.01%
66
674
$4K ﹤0.01%
90
675
$4K ﹤0.01%
88
25 26
27
28 29