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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$540K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$249K
5
ECOL
US Ecology, Inc.
ECOL
+$215K

Top Sells

1
+$958K
2
+$779K
3
+$467K
4
V icon
Visa
V
+$365K
5
HD icon
Home Depot
HD
+$252K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$409K 0.21%
1,682
102
$403K 0.21%
2,882
-125
103
$400K 0.21%
4,271
+285
104
$397K 0.21%
4,863
+332
105
$395K 0.2%
3,601
-3
106
$384K 0.2%
7,109
-320
107
$382K 0.2%
9,474
+3,993
108
$380K 0.2%
1,321
109
$378K 0.2%
5,907
-37
110
$377K 0.2%
14,200
111
$368K 0.19%
10,663
+1,200
112
$366K 0.19%
5,019
113
$363K 0.19%
6,768
+1,033
114
$356K 0.18%
8,501
-1,055
115
$355K 0.18%
6,843
-621
116
$348K 0.18%
1,368
117
$345K 0.18%
3,106
+105
118
$343K 0.18%
4,220
+28
119
$343K 0.18%
2,819
-306
120
$323K 0.17%
3,744
121
$320K 0.17%
2,157
122
$318K 0.17%
12,195
-1,245
123
$313K 0.16%
1,009
+38
124
$312K 0.16%
525
125
$312K 0.16%
4,917
+5
3 4
5
6 7