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
$198M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$571K
3
+$522K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$516K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$431K

Top Sells

1
+$571K
2
+$411K
3
+$336K
4
ELV icon
Elevance Health
ELV
+$321K
5
FDX icon
FedEx
FDX
+$302K

Sector Composition

1 Financials 20.47%
2 Technology 17.84%
3 Healthcare 9.58%
4 Communication Services 9.52%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.63%
15,667
+204
52
$1.22M 0.61%
6,290
-475
53
$1.16M 0.58%
8,306
-837
54
$1.14M 0.57%
22,071
-971
55
$1.12M 0.56%
8,656
-1,049
56
$1.01M 0.51%
20,020
-2,865
57
$1.01M 0.51%
514
+37
58
$1.01M 0.51%
14,565
-3,140
59
$976K 0.49%
3,581
+1,892
60
$942K 0.47%
5,205
+50
61
$942K 0.47%
7,864
+17
62
$901K 0.45%
30,905
+249
63
$897K 0.45%
3,235
+279
64
$890K 0.45%
5,262
-285
65
$839K 0.42%
18,052
-2,502
66
$816K 0.41%
56,650
67
$810K 0.41%
4,183
-135
68
$808K 0.41%
+3,711
69
$801K 0.4%
6,966
-406
70
$753K 0.38%
4,650
+2,036
71
$748K 0.38%
15,145
-2,195
72
$734K 0.37%
6,230
+678
73
$727K 0.37%
2,522
-51
74
$708K 0.36%
2,645
75
$696K 0.35%
7,467
-13
1 2
3
4 5