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
$456M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$3.72M
3
+$3.67M
4
NFLX icon
Netflix
NFLX
+$3.36M
5
PYPL icon
PayPal
PYPL
+$2.78M

Top Sells

1
+$3.45M
2
+$3.3M
3
+$1.35M
4
MSCI icon
MSCI
MSCI
+$1.35M
5
MA icon
Mastercard
MA
+$842K

Sector Composition

1 Technology 21.51%
2 Financials 15.61%
3 Healthcare 12.45%
4 Consumer Discretionary 9.03%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.5%
90,798
+3,279
52
$2.29M 0.5%
44,937
+3,612
53
$2.22M 0.49%
35,790
-430
54
$2.11M 0.46%
40,446
-147
55
$2.06M 0.45%
6,061
+49
56
$1.9M 0.42%
7,573
-169
57
$1.83M 0.4%
4,199
-78
58
$1.82M 0.4%
44,177
+922
59
$1.81M 0.4%
+20,694
60
$1.76M 0.39%
9,589
-526
61
$1.71M 0.37%
6,245
-120
62
$1.6M 0.35%
4,999
+36
63
$1.56M 0.34%
7,290
-76
64
$1.56M 0.34%
6,440
65
$1.52M 0.33%
12,190
+6
66
$1.43M 0.31%
9,169
67
$1.41M 0.31%
19,350
+1
68
$1.38M 0.3%
13,267
-96
69
$1.36M 0.3%
24,484
-27
70
$1.36M 0.3%
29,581
+1,288
71
$1.31M 0.29%
18,737
-1,970
72
$1.31M 0.29%
57,146
-3,111
73
$1.3M 0.29%
49,458
+1,572
74
$1.29M 0.28%
8,132
-128
75
$1.27M 0.28%
25,556
+9,400
1 2
3
4 5