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
776
$2K ﹤0.01%
+30
777
$2K ﹤0.01%
83
778
$2K ﹤0.01%
14
-5
779
$2K ﹤0.01%
24
-39
780
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33
781
$2K ﹤0.01%
35
-9
782
$2K ﹤0.01%
35
783
$2K ﹤0.01%
41
784
$2K ﹤0.01%
100
785
$2K ﹤0.01%
35
786
$2K ﹤0.01%
62
787
$2K ﹤0.01%
+32
788
$2K ﹤0.01%
110
789
$2K ﹤0.01%
66
790
$2K ﹤0.01%
11
-3
791
$2K ﹤0.01%
100
792
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15
793
$2K ﹤0.01%
100
794
$2K ﹤0.01%
57
795
$2K ﹤0.01%
24
-11
796
$2K ﹤0.01%
49
797
$2K ﹤0.01%
42
798
$2K ﹤0.01%
+188
799
$2K ﹤0.01%
38
800
$2K ﹤0.01%
121
30 31
32
33 34