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
751
$3K ﹤0.01%
108
752
$3K ﹤0.01%
+12
753
$3K ﹤0.01%
200
754
$3K ﹤0.01%
43
755
$3K ﹤0.01%
100
756
$3K ﹤0.01%
100
757
$3K ﹤0.01%
396
758
$3K ﹤0.01%
112
759
$3K ﹤0.01%
40
760
$3K ﹤0.01%
279
761
$3K ﹤0.01%
+400
762
$3K ﹤0.01%
29
763
$3K ﹤0.01%
68
764
$3K ﹤0.01%
53
765
$3K ﹤0.01%
25
766
$2K ﹤0.01%
22
767
$2K ﹤0.01%
87
-19
768
$2K ﹤0.01%
60
769
$2K ﹤0.01%
8
770
$2K ﹤0.01%
31
-7
771
$2K ﹤0.01%
35
+6
772
$2K ﹤0.01%
+25
773
$2K ﹤0.01%
36
774
$2K ﹤0.01%
25
775
$2K ﹤0.01%
89
29 30
31
32 33