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
826
$2K ﹤0.01%
70
827
$2K ﹤0.01%
+19
828
$2K ﹤0.01%
250
829
$2K ﹤0.01%
+63
830
$1K ﹤0.01%
47
831
$1K ﹤0.01%
48
832
$1K ﹤0.01%
18
833
$1K ﹤0.01%
21
834
$1K ﹤0.01%
100
835
$1K ﹤0.01%
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836
$1K ﹤0.01%
7
837
$1K ﹤0.01%
108
838
$1K ﹤0.01%
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839
$1K ﹤0.01%
43
840
$1K ﹤0.01%
+10
841
$1K ﹤0.01%
28
842
$1K ﹤0.01%
22
843
$1K ﹤0.01%
31
844
$1K ﹤0.01%
100
845
$1K ﹤0.01%
18
846
$1K ﹤0.01%
74
-292
847
$1K ﹤0.01%
25
848
$1K ﹤0.01%
+14
849
$1K ﹤0.01%
18
850
$1K ﹤0.01%
43
-3,929
32 33
34
35 36