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
$383M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.27M
3
+$716K
4
CSCO icon
Cisco
CSCO
+$368K
5
AZTA icon
Azenta
AZTA
+$300K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$721K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$520K
5
NVDA icon
NVIDIA
NVDA
+$512K

Sector Composition

1 Technology 22.54%
2 Financials 17.24%
3 Healthcare 13.53%
4 Communication Services 10.52%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.56%
14,438
+273
52
$2.05M 0.54%
12,348
+4
53
$2.02M 0.53%
7,462
+424
54
$1.94M 0.51%
40,593
-836
55
$1.93M 0.5%
3,623
+20
56
$1.9M 0.5%
9,885
-80
57
$1.89M 0.49%
4,765
+25
58
$1.85M 0.48%
16,447
59
$1.76M 0.46%
32,608
+1,139
60
$1.67M 0.44%
40,553
+4,749
61
$1.66M 0.43%
60,493
62
$1.65M 0.43%
6,747
63
$1.52M 0.4%
12,615
+114
64
$1.46M 0.38%
7,039
+25
65
$1.38M 0.36%
20,634
-428
66
$1.36M 0.35%
7,990
+696
67
$1.35M 0.35%
9,169
68
$1.33M 0.35%
4,598
+473
69
$1.3M 0.34%
5,894
+223
70
$1.24M 0.32%
20,741
+603
71
$1.23M 0.32%
8,802
+201
72
$1.22M 0.32%
5,539
+662
73
$1.18M 0.31%
12,160
-2,080
74
$1.1M 0.29%
23,442
-3,675
75
$1.07M 0.28%
42,390
-360
1 2
3
4 5