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
$219M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.05M
3
+$1.56M
4
RTX icon
RTX Corp
RTX
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.3M

Top Sells

1
+$1.72M
2
+$458K
3
+$335K
4
HSBC icon
HSBC
HSBC
+$306K
5
BIDU icon
Baidu
BIDU
+$259K

Sector Composition

1 Technology 24.81%
2 Financials 16.74%
3 Healthcare 11.85%
4 Communication Services 10.36%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$658K 0.3%
11,606
+20
77
$650K 0.3%
6,131
-40
78
$621K 0.28%
12,140
+283
79
$598K 0.27%
7,466
-92
80
$592K 0.27%
46,656
+2,128
81
$583K 0.27%
33,825
-321
82
$570K 0.26%
2,867
-55
83
$567K 0.26%
12,161
-1,855
84
$550K 0.25%
5,782
+467
85
$531K 0.24%
14,128
+308
86
$525K 0.24%
3,713
-25
87
$517K 0.24%
2,686
-90
88
$514K 0.24%
4,175
-425
89
$488K 0.22%
4,975
+175
90
$487K 0.22%
895
-40
91
$485K 0.22%
2,825
+40
92
$485K 0.22%
56,650
93
$453K 0.21%
5,736
94
$446K 0.2%
5,092
-84
95
$443K 0.2%
480
96
$437K 0.2%
5,572
+420
97
$430K 0.2%
3,821
-526
98
$418K 0.19%
1,000
99
$411K 0.19%
10,598
100
$408K 0.19%
5,179
-348
2 3
4
5 6