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
76
$619K 0.32%
12,842
+3,615
77
$610K 0.32%
10,200
-92
78
$605K 0.31%
23,889
-743
79
$597K 0.31%
5,258
+1,594
80
$584K 0.3%
4,930
-1,190
81
$581K 0.3%
3,709
-125
82
$575K 0.3%
5,294
-177
83
$555K 0.29%
9,812
-300
84
$529K 0.27%
495
85
$518K 0.27%
5,834
-34
86
$514K 0.27%
13,676
-148
87
$512K 0.27%
4,993
-319
88
$495K 0.26%
2,000
-126
89
$493K 0.26%
6,335
-409
90
$484K 0.25%
5,288
+828
91
$471K 0.24%
8,876
-957
92
$456K 0.24%
4,290
-74
93
$451K 0.23%
98,393
-1,017
94
$449K 0.23%
5,403
+586
95
$446K 0.23%
2,389
-241
96
$442K 0.23%
5,648
-367
97
$441K 0.23%
19,395
-1,125
98
$438K 0.23%
8,134
-170
99
$410K 0.21%
7,776
-2,279
100
$409K 0.21%
5,112
+3,271
2 3
4
5 6