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
$238M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.91M
3
+$1.53M
4
COST icon
Costco
COST
+$1.24M
5
META icon
Meta Platforms (Facebook)
META
+$702K

Top Sells

1
+$6.67M
2
+$4.95M
3
+$1.77M
4
NFLX icon
Netflix
NFLX
+$1.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$802K

Sector Composition

1 Technology 23.57%
2 Financials 16.98%
3 Healthcare 14.87%
4 Communication Services 9.65%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.62%
62,968
+23
52
$1.43M 0.6%
28,993
+1,006
53
$1.37M 0.58%
9,595
+13
54
$1.32M 0.55%
22,939
+986
55
$1.3M 0.55%
16,444
+789
56
$1.3M 0.55%
12,017
+842
57
$1.26M 0.53%
26,943
+9,042
58
$1.1M 0.46%
21,203
-100
59
$1.04M 0.44%
48,159
+2,366
60
$1.03M 0.43%
9,169
61
$975K 0.41%
12,023
-2,873
62
$974K 0.41%
4,946
-58
63
$972K 0.41%
5,835
-498
64
$970K 0.41%
6,223
+168
65
$914K 0.38%
15,159
-26
66
$827K 0.35%
3,472
+67
67
$821K 0.34%
23,908
-1,140
68
$806K 0.34%
7,124
+115
69
$803K 0.34%
4,877
70
$766K 0.32%
5,491
-12,654
71
$766K 0.32%
6,278
+147
72
$752K 0.32%
31,217
+330
73
$727K 0.31%
6,251
-10
74
$713K 0.3%
9,034
+324
75
$698K 0.29%
12,153
+13
1 2
3
4 5