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
$219M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.05M
3
+$1.56M
4
RTX icon
RTX Corp
RTX
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.3M

Top Sells

1
+$1.72M
2
+$458K
3
+$335K
4
HSBC icon
HSBC
HSBC
+$306K
5
BIDU icon
Baidu
BIDU
+$259K

Sector Composition

1 Technology 24.81%
2 Financials 16.74%
3 Healthcare 11.85%
4 Communication Services 10.36%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.62%
+21,953
52
$1.32M 0.6%
22,040
-616
53
$1.27M 0.58%
21,303
-88
54
$1.27M 0.58%
11,175
-726
55
$1.25M 0.57%
27,987
-215
56
$1.22M 0.56%
9,582
+847
57
$1.16M 0.53%
15,655
+4
58
$1.12M 0.51%
25,048
-1,054
59
$1.05M 0.48%
45,793
-7,170
60
$992K 0.45%
9,169
-88
61
$893K 0.41%
15,185
-32
62
$871K 0.4%
+4,036
63
$848K 0.39%
6,055
-35
64
$846K 0.39%
14,896
+579
65
$846K 0.39%
5,004
-50
66
$742K 0.34%
7,009
-344
67
$739K 0.34%
14,457
-269
68
$734K 0.34%
30,887
-2,824
69
$723K 0.33%
6,261
-999
70
$722K 0.33%
3,405
-484
71
$715K 0.33%
17,901
-192
72
$705K 0.32%
4,877
-464
73
$704K 0.32%
6,333
-449
74
$684K 0.31%
8,710
+884
75
$669K 0.31%
2,359
-373
1 2
3
4 5