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
$446M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$2.1M
3
+$1.08M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$723K
5
DOCU icon
DocuSign
DOCU
+$702K

Top Sells

1
+$2.11M
2
+$1.77M
3
+$1.45M
4
META icon
Meta Platforms (Facebook)
META
+$1.39M
5
ONTF icon
ON24
ONTF
+$668K

Sector Composition

1 Technology 22.64%
2 Financials 15.4%
3 Healthcare 13.79%
4 Communication Services 9.73%
5 Consumer Discretionary 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.51%
7,742
+76
52
$2.23M 0.5%
6,012
+21
53
$2.21M 0.5%
16,347
-100
54
$2.2M 0.49%
28,678
-66
55
$2.15M 0.48%
41,325
+558
56
$2.15M 0.48%
36,220
+1,545
57
$1.92M 0.43%
43,255
-1,635
58
$1.92M 0.43%
40,593
59
$1.91M 0.43%
10,115
-182
60
$1.81M 0.41%
12,184
-120
61
$1.72M 0.39%
4,963
-37
62
$1.66M 0.37%
9,640
+105
63
$1.61M 0.36%
13,363
+318
64
$1.6M 0.36%
6,365
-100
65
$1.6M 0.36%
60,257
-131
66
$1.58M 0.35%
7,366
-364
67
$1.55M 0.35%
24,511
+314
68
$1.45M 0.32%
6,440
-173
69
$1.44M 0.32%
9,169
70
$1.38M 0.31%
20,707
-1,064
71
$1.38M 0.31%
8,260
-704
72
$1.35M 0.3%
20,350
-720
73
$1.29M 0.29%
47,886
+4,302
74
$1.24M 0.28%
9,593
-1,973
75
$1.24M 0.28%
10,688
+171
1 2
3
4 5