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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$540K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$249K
5
ECOL
US Ecology, Inc.
ECOL
+$215K

Top Sells

1
+$958K
2
+$779K
3
+$467K
4
V icon
Visa
V
+$365K
5
HD icon
Home Depot
HD
+$252K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4K ﹤0.01%
250
727
$4K ﹤0.01%
95
728
$4K ﹤0.01%
+67
729
$4K ﹤0.01%
184
730
$4K ﹤0.01%
125
731
$4K ﹤0.01%
+84
732
$4K ﹤0.01%
233
733
$4K ﹤0.01%
300
734
$4K ﹤0.01%
113
+23
735
$3K ﹤0.01%
90
736
$3K ﹤0.01%
88
737
$3K ﹤0.01%
30
738
$3K ﹤0.01%
155
739
$3K ﹤0.01%
27
740
$3K ﹤0.01%
+81
741
$3K ﹤0.01%
+54
742
$3K ﹤0.01%
100
-15
743
$3K ﹤0.01%
50
744
$3K ﹤0.01%
+79
745
$3K ﹤0.01%
146
746
$3K ﹤0.01%
62
747
$3K ﹤0.01%
40
748
$3K ﹤0.01%
104
-1,475
749
$3K ﹤0.01%
60
750
$3K ﹤0.01%
80
28 29
30
31 32