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
$397M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.51M
3
+$668K
4
ADSK icon
Autodesk
ADSK
+$617K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$453K

Top Sells

1
+$2.66M
2
+$712K
3
+$702K
4
ZTS icon
Zoetis
ZTS
+$521K
5
ADBE icon
Adobe
ADBE
+$519K

Sector Composition

1 Technology 22.41%
2 Financials 16.66%
3 Healthcare 13.23%
4 Communication Services 10.79%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.55%
40,767
-1,282
52
$2.16M 0.54%
28,744
+251
53
$2.15M 0.54%
4,775
+10
54
$2.12M 0.53%
18,005
+16
55
$2.04M 0.51%
7,666
+204
56
$1.98M 0.5%
10,297
+412
57
$1.91M 0.48%
44,890
+4,337
58
$1.85M 0.47%
40,593
59
$1.82M 0.46%
34,675
+2,067
60
$1.8M 0.45%
12,304
-44
61
$1.77M 0.45%
16,447
62
$1.65M 0.41%
60,388
-105
63
$1.47M 0.37%
5,000
+402
64
$1.46M 0.37%
13,045
+430
65
$1.41M 0.35%
7,730
+691
66
$1.41M 0.35%
6,613
-134
67
$1.36M 0.34%
9,535
+1,545
68
$1.35M 0.34%
11,566
-594
69
$1.34M 0.34%
8,964
+162
70
$1.33M 0.34%
9,169
71
$1.33M 0.33%
21,771
+1,030
72
$1.32M 0.33%
24,197
+5,133
73
$1.27M 0.32%
6,465
+571
74
$1.15M 0.29%
19,348
-1,286
75
$1.13M 0.28%
5,304
-235
1 2
3
4 5