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
$218M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$374K
3
+$265K
4
ABEV icon
Ambev
ABEV
+$148K
5
ETSY icon
Etsy
ETSY
+$132K

Top Sells

1
+$3.42M
2
+$3.05M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$1.71M
5
META icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.58%
17,605
-185
52
$1.25M 0.57%
22,648
53
$1.18M 0.54%
46,630
-2,186
54
$1.15M 0.53%
2,922
+27
55
$1.12M 0.51%
26,872
-1,716
56
$1.1M 0.5%
23,665
+54
57
$1.08M 0.49%
10,012
-264
58
$1.07M 0.49%
57,152
-14,616
59
$1.04M 0.47%
2,720
-7,773
60
$957K 0.44%
8,684
+95
61
$920K 0.42%
5,767
-792
62
$913K 0.42%
459
-377
63
$896K 0.41%
2,345
-1,020
64
$893K 0.41%
30,122
-467
65
$892K 0.41%
19,970
-107
66
$878K 0.4%
15,162
+921
67
$878K 0.4%
7,471
-144
68
$868K 0.4%
6,029
+39
69
$867K 0.4%
2,460
-86
70
$830K 0.38%
6,234
-449
71
$794K 0.36%
1,676
-154
72
$772K 0.35%
12,538
-310
73
$770K 0.35%
15,746
-5,762
74
$722K 0.33%
3,076
-755
75
$702K 0.32%
4,211
-381
1 2
3
4 5