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
$225M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$320K
3
+$283K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
HUBB icon
Hubbell
HUBB
+$258K

Top Sells

1
+$748K
2
+$640K
3
+$397K
4
SBUX icon
Starbucks
SBUX
+$387K
5
DD icon
DuPont de Nemours
DD
+$370K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4K ﹤0.01%
184
677
$4K ﹤0.01%
1,807
+919
678
$4K ﹤0.01%
139
+108
679
$3K ﹤0.01%
83
680
$3K ﹤0.01%
19
-13
681
$3K ﹤0.01%
30
682
$3K ﹤0.01%
31
+3
683
$3K ﹤0.01%
200
684
$3K ﹤0.01%
100
685
$3K ﹤0.01%
46
686
$3K ﹤0.01%
60
687
$3K ﹤0.01%
71
688
$3K ﹤0.01%
100
689
$3K ﹤0.01%
102
690
$2K ﹤0.01%
40,000
-8,524
691
$2K ﹤0.01%
54
692
$2K ﹤0.01%
100
693
$2K ﹤0.01%
125
694
$2K ﹤0.01%
240
695
$2K ﹤0.01%
50
696
$2K ﹤0.01%
33
697
$2K ﹤0.01%
35
698
$2K ﹤0.01%
70
699
$2K ﹤0.01%
49
700
$2K ﹤0.01%
100
26 27
28
29 30