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
$456M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$3.72M
3
+$3.67M
4
NFLX icon
Netflix
NFLX
+$3.36M
5
PYPL icon
PayPal
PYPL
+$2.78M

Top Sells

1
+$3.45M
2
+$3.3M
3
+$1.35M
4
MSCI icon
MSCI
MSCI
+$1.35M
5
MA icon
Mastercard
MA
+$842K

Sector Composition

1 Technology 21.51%
2 Financials 15.61%
3 Healthcare 12.45%
4 Consumer Discretionary 9.03%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.28%
9,590
-50
77
$1.25M 0.27%
9,869
+276
78
$1.24M 0.27%
37,151
+1,146
79
$1.23M 0.27%
11,361
+673
80
$1.21M 0.27%
24,387
+12
81
$1.17M 0.26%
18,894
+2,724
82
$1.17M 0.26%
18,510
-1,840
83
$1.02M 0.22%
54,756
+3,060
84
$975K 0.21%
3,756
+95
85
$966K 0.21%
11,680
+719
86
$965K 0.21%
4,242
87
$964K 0.21%
4,955
+16
88
$951K 0.21%
11,312
-760
89
$925K 0.2%
3,700
-969
90
$906K 0.2%
18,688
+2,751
91
$883K 0.19%
6,197
+1,152
92
$882K 0.19%
17,790
+73
93
$854K 0.19%
12,392
+1,836
94
$851K 0.19%
12,105
-64
95
$846K 0.19%
4,588
+57
96
$844K 0.19%
3,374
97
$834K 0.18%
35,240
+8,216
98
$833K 0.18%
30,530
+760
99
$819K 0.18%
4,460
+571
100
$808K 0.18%
4,322
2 3
4
5 6