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
$338M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.65M
3
+$2.58M
4
PM icon
Philip Morris
PM
+$2.53M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Top Sells

1
+$9.95M
2
+$2.96M
3
+$2.83M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.08M
5
ALGN icon
Align Technology
ALGN
+$828K

Sector Composition

1 Technology 23.06%
2 Healthcare 14.07%
3 Financials 13.14%
4 Communication Services 10.92%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.3%
8,226
+2,158
77
$917K 0.27%
9,986
+811
78
$853K 0.25%
3,984
+773
79
$833K 0.25%
4,419
-538
80
$830K 0.25%
16,528
-12,040
81
$787K 0.23%
16,970
+2,150
82
$787K 0.23%
6,181
-87
83
$779K 0.23%
48,048
-1,472
84
$756K 0.22%
56,640
+4,120
85
$755K 0.22%
3,371
86
$729K 0.22%
55,250
87
$700K 0.21%
7,317
-52
88
$688K 0.2%
3,034
-1,183
89
$685K 0.2%
11,275
+1,999
90
$675K 0.2%
4,231
+715
91
$675K 0.2%
9,620
+1,654
92
$673K 0.2%
4,757
-78
93
$672K 0.2%
+10,850
94
$655K 0.19%
6,414
-296
95
$654K 0.19%
17,957
+4,354
96
$651K 0.19%
863
-17
97
$648K 0.19%
+7,909
98
$645K 0.19%
13,138
99
$641K 0.19%
3,656
+549
100
$637K 0.19%
+5,892
2 3
4
5 6