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
901
$0 ﹤0.01%
10
902
$0 ﹤0.01%
5
903
– –
-9,491
904
– –
-500
905
– –
-104
906
– –
-200
907
– –
0
908
$0 ﹤0.01%
42
909
$0 ﹤0.01%
3
910
$0 ﹤0.01%
3
911
– –
-1,700
912
– –
-975
913
$0 ﹤0.01%
4
-21
914
$0 ﹤0.01%
14
-49
915
$0 ﹤0.01%
12
916
– –
-55
917
– –
-600
918
– –
-203
919
– –
-40
920
– –
-1,759
921
– –
-38
922
– –
-85
923
– –
-27
924
– –
-912
925
$0 ﹤0.01%
30
35 36
37
38 39