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
801
$2K ﹤0.01%
41
802
$2K ﹤0.01%
100
803
$2K ﹤0.01%
35
804
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62
805
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+32
806
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110
807
$2K ﹤0.01%
66
808
$2K ﹤0.01%
100
809
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15
810
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100
811
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57
812
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24
-11
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815
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36
816
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80
817
$2K ﹤0.01%
61
818
$2K ﹤0.01%
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819
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820
$2K ﹤0.01%
24
821
$2K ﹤0.01%
72
822
$2K ﹤0.01%
108
823
$2K ﹤0.01%
47
824
$2K ﹤0.01%
25
825
$2K ﹤0.01%
22
+4
31 32
33
34 35