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
$299M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$5.65M
3
+$2.96M
4
ILMN icon
Illumina
ILMN
+$1.81M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.56M

Top Sells

1
+$307K
2
+$303K
3
+$285K
4
BK icon
Bank of New York Mellon
BK
+$236K
5
CB icon
Chubb
CB
+$224K

Sector Composition

1 Technology 24.13%
2 Financials 17.35%
3 Healthcare 13.61%
4 Communication Services 9.42%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.59%
12,469
+452
52
$1.72M 0.58%
24,034
+1,095
53
$1.65M 0.55%
61,928
-1,040
54
$1.58M 0.53%
9,611
+16
55
$1.57M 0.52%
28,547
-446
56
$1.44M 0.48%
6,415
+190
57
$1.43M 0.48%
28,568
-1,925
58
$1.36M 0.45%
5,907
+17
59
$1.34M 0.45%
12,252
+229
60
$1.33M 0.44%
17,002
+558
61
$1.29M 0.43%
26,913
-30
62
$1.17M 0.39%
9,169
63
$1.08M 0.36%
5,205
+259
64
$1.04M 0.35%
4,877
65
$1M 0.34%
5,945
+110
66
$1M 0.33%
46,028
-2,131
67
$981K 0.33%
4,217
+2,254
68
$980K 0.33%
19,676
-1,527
69
$979K 0.33%
32,289
+1,072
70
$948K 0.32%
3,598
+126
71
$932K 0.31%
6,464
+186
72
$873K 0.29%
4,957
-534
73
$858K 0.29%
40,128
+6,537
74
$856K 0.29%
20,755
-3,153
75
$840K 0.28%
7,122
-2
1 2
3
4 5