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
$397M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.51M
3
+$668K
4
ADSK icon
Autodesk
ADSK
+$617K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$453K

Top Sells

1
+$2.66M
2
+$712K
3
+$702K
4
ZTS icon
Zoetis
ZTS
+$521K
5
ADBE icon
Adobe
ADBE
+$519K

Sector Composition

1 Technology 22.41%
2 Financials 16.66%
3 Healthcare 13.23%
4 Communication Services 10.79%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11M 0.28%
24,000
+558
77
$1.08M 0.27%
43,584
+1,194
78
$1.07M 0.27%
10,517
+456
79
$1.02M 0.26%
21,070
+1,920
80
$999K 0.25%
25,109
+3,386
81
$978K 0.25%
11,228
+471
82
$944K 0.24%
6,991
+452
83
$935K 0.24%
15,184
+2,357
84
$935K 0.24%
50,488
+488
85
$921K 0.23%
35,488
+8,294
86
$900K 0.23%
4,600
+535
87
$895K 0.23%
4,290
+136
88
$893K 0.22%
16,756
-200
89
$875K 0.22%
42,886
+206
90
$868K 0.22%
4,342
-77
91
$865K 0.22%
6,509
+352
92
$816K 0.21%
3,374
+3
93
$808K 0.2%
16,124
+1,316
94
$777K 0.2%
4,669
+1,821
95
$775K 0.2%
12,549
+908
96
$765K 0.19%
15,148
-49
97
$758K 0.19%
4,522
-136
98
$751K 0.19%
13,691
+1,548
99
$721K 0.18%
5,892
100
$717K 0.18%
6,396
-15
2 3
4
5 6