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
676
$7K ﹤0.01%
80
677
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184
+24
678
$7K ﹤0.01%
400
679
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128
680
$7K ﹤0.01%
+114
681
$7K ﹤0.01%
100
682
$7K ﹤0.01%
115
683
$7K ﹤0.01%
+480
684
$7K ﹤0.01%
+143
685
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249
+186
686
$7K ﹤0.01%
680
687
$6K ﹤0.01%
186
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688
$6K ﹤0.01%
75
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689
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690
$6K ﹤0.01%
167
-9
691
$6K ﹤0.01%
250
-2,245
692
$6K ﹤0.01%
59
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693
$6K ﹤0.01%
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694
$6K ﹤0.01%
+39
695
$6K ﹤0.01%
306
696
$6K ﹤0.01%
+50
697
$6K ﹤0.01%
200
698
$6K ﹤0.01%
167
699
$6K ﹤0.01%
219
700
$5K ﹤0.01%
+416
26 27
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29 30