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
51
$1.02M 0.53%
26,834
-722
52
$978K 0.51%
68,115
+7,290
53
$963K 0.5%
26,276
-396
54
$929K 0.48%
4,987
-694
55
$922K 0.48%
2,945
-50
56
$914K 0.47%
10,200
-81
57
$913K 0.47%
6,717
+114
58
$905K 0.47%
6,352
+5
59
$898K 0.47%
37,020
-960
60
$845K 0.44%
9,045
+230
61
$828K 0.43%
6,658
-228
62
$820K 0.43%
1,834
-42
63
$774K 0.4%
6,449
-291
64
$758K 0.39%
3,700
-536
65
$747K 0.39%
27,874
66
$746K 0.39%
22,365
-715
67
$743K 0.39%
9,167
-454
68
$737K 0.38%
6,263
-12
69
$736K 0.38%
30,636
-552
70
$701K 0.36%
5,126
-369
71
$695K 0.36%
5,531
+4,295
72
$674K 0.35%
6,437
+186
73
$656K 0.34%
9,403
-1,480
74
$648K 0.34%
19,268
+6,139
75
$630K 0.33%
3,835
+255
1 2
3
4 5