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
$225M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$320K
3
+$283K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
HUBB icon
Hubbell
HUBB
+$258K

Top Sells

1
+$748K
2
+$640K
3
+$397K
4
SBUX icon
Starbucks
SBUX
+$387K
5
DD icon
DuPont de Nemours
DD
+$370K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$697K 0.31%
12,931
+19
77
$685K 0.3%
65,840
-880
78
$680K 0.3%
2,573
-18
79
$670K 0.3%
5,024
-300
80
$667K 0.3%
6,118
+281
81
$654K 0.29%
7,480
+452
82
$641K 0.28%
36,240
-426
83
$619K 0.28%
7,746
+1,952
84
$602K 0.27%
8,515
+81
85
$588K 0.26%
7,055
-22
86
$563K 0.25%
2,918
+952
87
$548K 0.24%
1,505
-100
88
$547K 0.24%
4,302
89
$540K 0.24%
3,106
+76
90
$539K 0.24%
495
91
$522K 0.23%
14,163
92
$516K 0.23%
6,874
-4,933
93
$510K 0.23%
2,583
-279
94
$510K 0.23%
12,438
+2,616
95
$495K 0.22%
2,117
-88
96
$493K 0.22%
9,429
+802
97
$489K 0.22%
4,233
-8
98
$482K 0.21%
4,175
+150
99
$479K 0.21%
7,619
100
$467K 0.21%
32,211
2 3
4
5 6