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
$225M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1 +$692K
2 +$320K
3 +$283K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
HUBB icon
Hubbell
HUBB
+$258K

Top Sells

1 +$748K
2 +$640K
3 +$397K
4
SBUX icon
Starbucks
SBUX
+$387K
5
DD icon
DuPont de Nemours
DD
+$370K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$0 ﹤0.01%
12
752
-3,400
753
-125
754
-450
755
$0 ﹤0.01%
25
756
$0 ﹤0.01%
3
757
-590
758
-320
759
-416
760
0
761
$0 ﹤0.01%
30
762
$0 ﹤0.01%
21
763
$0 ﹤0.01%
3
764
$0 ﹤0.01%
13
765
$0 ﹤0.01%
9
-5
766
-835
767
-554
768
$0 ﹤0.01%
66
769
$0 ﹤0.01%
16
770
$0 ﹤0.01%
1
771
$0 ﹤0.01%
3
772
-3,225
773
$0 ﹤0.01%
53
774
-2,014
775
$0 ﹤0.01%
1