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
876
$1K ﹤0.01%
95
877
$1K ﹤0.01%
52
-3
878
$1K ﹤0.01%
44
879
– –
-24
880
– –
-99
881
– –
-891
882
– –
-450
883
– –
-17,741
884
$0 ﹤0.01%
3
885
– –
-125
886
– –
-24
887
$0 ﹤0.01%
2
888
$0 ﹤0.01%
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889
$0 ﹤0.01%
10
890
– –
-200
891
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892
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893
$0 ﹤0.01%
13
-880
894
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895
– –
-1,143
896
– –
-45
897
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-34
898
– –
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899
$0 ﹤0.01%
2
900
$0 ﹤0.01%
4
34 35
36
37 38