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 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
27
752
$3K ﹤0.01%
+81
753
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+54
754
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50
755
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+79
756
$3K ﹤0.01%
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757
$3K ﹤0.01%
62
758
$3K ﹤0.01%
80
759
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108
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+12
761
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200
762
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43
763
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764
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765
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25
766
$2K ﹤0.01%
33
767
$2K ﹤0.01%
35
+6
768
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11
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769
$2K ﹤0.01%
42
770
$2K ﹤0.01%
+188
771
$2K ﹤0.01%
38
772
$2K ﹤0.01%
42
773
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46
+15
774
$2K ﹤0.01%
25
775
$2K ﹤0.01%
36
+7
29 30
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32 33