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
$338M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.65M
3
+$2.58M
4
PM icon
Philip Morris
PM
+$2.53M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Top Sells

1
+$9.95M
2
+$2.96M
3
+$2.83M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.08M
5
ALGN icon
Align Technology
ALGN
+$828K

Sector Composition

1 Technology 23.06%
2 Healthcare 14.07%
3 Financials 13.14%
4 Communication Services 10.92%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.56%
9,965
+354
52
$1.8M 0.53%
7,326
+405
53
$1.78M 0.53%
16,447
+11,500
54
$1.68M 0.5%
7,038
+623
55
$1.68M 0.5%
6,747
+840
56
$1.67M 0.49%
4,740
-85
57
$1.66M 0.49%
31,469
+2,922
58
$1.58M 0.47%
60,493
-1,435
59
$1.51M 0.45%
3,603
-730
60
$1.48M 0.44%
12,501
+249
61
$1.39M 0.41%
35,804
+3,515
62
$1.33M 0.39%
21,062
+7,530
63
$1.29M 0.38%
9,169
64
$1.25M 0.37%
5,671
+466
65
$1.23M 0.36%
27,117
+204
66
$1.21M 0.36%
20,138
+12,505
67
$1.19M 0.35%
7,014
+1,069
68
$1.19M 0.35%
18,556
-1,120
69
$1.16M 0.34%
4,125
+527
70
$1.11M 0.33%
8,601
+1,479
71
$1.1M 0.32%
7,294
+830
72
$1.06M 0.31%
14,240
+1,532
73
$1.06M 0.31%
4,877
74
$1.04M 0.31%
42,750
+2,622
75
$1.01M 0.3%
44,341
-1,687
1 2
3
4 5