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
$163M
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$909K
3
+$857K
4
CRM icon
Salesforce
CRM
+$618K
5
NOW icon
ServiceNow
NOW
+$583K

Top Sells

1
+$2.68M
2
+$2.07M
3
+$1.93M
4
RTX icon
RTX Corp
RTX
+$1.79M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.51M

Sector Composition

1 Technology 21.26%
2 Financials 18.61%
3 Healthcare 12.85%
4 Communication Services 9.42%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$551K 0.34%
14,016
-451
77
$547K 0.34%
7,826
+318
78
$542K 0.33%
4,600
79
$528K 0.32%
11,586
+257
80
$516K 0.32%
6,171
+541
81
$512K 0.31%
34,146
-3,543
82
$478K 0.29%
3,738
-25
83
$458K 0.28%
2,776
84
$456K 0.28%
5,176
+29
85
$455K 0.28%
5,315
-183
86
$455K 0.28%
2,922
+306
87
$450K 0.28%
13,820
+2,205
88
$445K 0.27%
480
89
$443K 0.27%
44,528
+1,056
90
$431K 0.27%
4,347
+45
91
$430K 0.26%
2,599
-354
92
$411K 0.25%
935
-163
93
$409K 0.25%
4,064
-171
94
$400K 0.25%
1,265
-513
95
$394K 0.24%
2,785
+21
96
$393K 0.24%
13,525
+273
97
$392K 0.24%
1,045
-1,590
98
$391K 0.24%
5,527
-883
99
$366K 0.23%
4,800
100
$364K 0.22%
1,276
-1,246
2 3
4
5 6