YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$896K
2
+$374K
3
+$243K
4
ABEV icon
Ambev
ABEV
+$154K
5
MDLZ icon
Mondelez International
MDLZ
+$122K

Top Sells

1
+$3.21M
2
+$2.85M
3
+$2.82M
4
META icon
Meta Platforms (Facebook)
META
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 18.13%
2 Financials 16.6%
3 Healthcare 12.44%
4 Consumer Discretionary 10.68%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
75
727
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30
728
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-148
729
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44
730
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11
731
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732
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733
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734
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735
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736
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+16
737
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738
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739
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18
740
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741
$1K ﹤0.01%
100
742
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743
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744
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745
$1K ﹤0.01%
11
-8
746
– –
-41
747
– –
-1,188
748
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-457
749
– –
-42
750
$0 ﹤0.01%
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28 29
30
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