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
$163M
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$909K
3
+$857K
4
CRM icon
Salesforce
CRM
+$618K
5
NOW icon
ServiceNow
NOW
+$583K

Top Sells

1
+$2.68M
2
+$2.07M
3
+$1.93M
4
RTX icon
RTX Corp
RTX
+$1.79M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.51M

Sector Composition

1 Technology 21.26%
2 Financials 18.61%
3 Healthcare 12.85%
4 Communication Services 9.42%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.65%
3,635
-218
52
$1.03M 0.64%
80,320
+3,456
53
$991K 0.61%
26,102
-2,402
54
$979K 0.6%
14,885
-783
55
$909K 0.56%
+5,826
56
$909K 0.56%
9,126
-617
57
$891K 0.55%
9,257
+426
58
$877K 0.54%
5,039
-152
59
$873K 0.54%
8,735
-28
60
$848K 0.52%
15,217
-1,085
61
$831K 0.51%
28,964
+99
62
$770K 0.47%
7,260
-1,022
63
$716K 0.44%
33,711
+1,489
64
$715K 0.44%
5,341
-46
65
$713K 0.44%
5,054
+71
66
$685K 0.42%
18,093
+3,900
67
$684K 0.42%
14,317
-1,808
68
$681K 0.42%
7,353
+132
69
$673K 0.41%
3,889
-455
70
$673K 0.41%
6,090
-251
71
$647K 0.4%
2,732
-886
72
$634K 0.39%
6,782
-245
73
$620K 0.38%
14,726
-169
74
$594K 0.37%
11,857
+828
75
$558K 0.34%
7,558
-51
1 2
3
4 5