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
776
$2K ﹤0.01%
36
777
$2K ﹤0.01%
103
+19
778
$2K ﹤0.01%
49
779
$2K ﹤0.01%
32
-248
780
$2K ﹤0.01%
55
781
$2K ﹤0.01%
25
-12
782
$2K ﹤0.01%
100
783
$2K ﹤0.01%
21
784
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58
785
$2K ﹤0.01%
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786
$2K ﹤0.01%
250
787
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788
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+63
789
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22
790
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87
-19
791
$2K ﹤0.01%
60
792
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793
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25
794
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795
$2K ﹤0.01%
+30
796
$2K ﹤0.01%
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797
$2K ﹤0.01%
14
-5
798
$2K ﹤0.01%
24
-39
799
$2K ﹤0.01%
35
-9
800
$2K ﹤0.01%
35
30 31
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