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
$218M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$374K
3
+$265K
4
ABEV icon
Ambev
ABEV
+$148K
5
ETSY icon
Etsy
ETSY
+$132K

Top Sells

1
+$3.42M
2
+$3.05M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$1.71M
5
META icon
Meta Platforms (Facebook)
META
+$1.41M

Sector Composition

1 Technology 18.14%
2 Financials 16.6%
3 Healthcare 12.44%
4 Consumer Discretionary 10.69%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$682K 0.31%
6,218
+95
77
$662K 0.3%
6,056
-349
78
$647K 0.3%
9,596
+14
79
$646K 0.3%
2,842
+2
80
$643K 0.29%
5,663
-952
81
$639K 0.29%
26,876
+530
82
$631K 0.29%
6,998
+47
83
$616K 0.28%
5,000
84
$614K 0.28%
4,832
85
$614K 0.28%
8,405
-1,344
86
$593K 0.27%
11,426
+142
87
$588K 0.27%
8,212
-258
88
$588K 0.27%
8,888
89
$587K 0.27%
13,713
+2,865
90
$585K 0.27%
495
91
$563K 0.26%
31,803
-447
92
$536K 0.25%
14,410
+500
93
$529K 0.24%
10,018
-60
94
$525K 0.24%
31,210
+1,375
95
$525K 0.24%
6,567
-132
96
$525K 0.24%
2,529
+35
97
$517K 0.24%
10,929
+2,241
98
$513K 0.23%
5,861
+571
99
$502K 0.23%
1,682
100
$489K 0.22%
5,350
+9
2 3
4
5 6