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
51
$1.24M 0.55%
15,463
-2,634
52
$1.23M 0.55%
22,080
53
$1.22M 0.54%
68,276
+3,456
54
$1.21M 0.54%
9,143
55
$1.18M 0.52%
5,774
-210
56
$1.11M 0.5%
9,705
-78
57
$1.1M 0.49%
23,042
-638
58
$1.04M 0.46%
22,885
-11
59
$972K 0.43%
2,645
60
$968K 0.43%
5,547
-56
61
$949K 0.42%
17,340
+620
62
$925K 0.41%
2,956
+28
63
$894K 0.4%
477
-11
64
$889K 0.4%
30,656
+417
65
$889K 0.4%
4,283
+58
66
$867K 0.39%
4,318
-91
67
$863K 0.38%
56,650
+14,100
68
$851K 0.38%
7,372
+272
69
$810K 0.36%
7,847
+328
70
$805K 0.36%
20,554
+739
71
$801K 0.36%
1,707
+30
72
$765K 0.34%
5,196
+6
73
$760K 0.34%
5,552
+582
74
$712K 0.32%
6,097
+78
75
$708K 0.31%
5,736
-307
1 2
3
4 5