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%
30
727
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47
728
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31
-375
729
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20
730
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731
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732
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-148
733
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44
734
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735
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736
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737
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738
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739
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740
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+16
741
$1K ﹤0.01%
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742
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743
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18
744
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745
$1K ﹤0.01%
100
746
– –
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747
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748
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749
– –
-27
750
$0 ﹤0.01%
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