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
$218M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$374K
3
+$265K
4
ABEV icon
Ambev
ABEV
+$148K
5
ETSY icon
Etsy
ETSY
+$132K

Top Sells

1
+$3.42M
2
+$3.05M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$1.71M
5
META icon
Meta Platforms (Facebook)
META
+$1.41M

Sector Composition

1 Technology 18.14%
2 Financials 16.6%
3 Healthcare 12.44%
4 Consumer Discretionary 10.69%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$483K 0.22%
14,558
-164
102
$481K 0.22%
5,065
-154
103
$481K 0.22%
4,200
+41
104
$477K 0.22%
7,156
-106
105
$469K 0.21%
2,978
-87
106
$467K 0.21%
2,877
-5
107
$467K 0.21%
4,091
-11
108
$463K 0.21%
9,904
-28
109
$460K 0.21%
17,800
+4,000
110
$451K 0.21%
3,828
+7
111
$434K 0.2%
2,644
-12
112
$409K 0.19%
4,110
-1,106
113
$408K 0.19%
12,963
+30
114
$405K 0.19%
7,677
+5
115
$404K 0.18%
525
116
$400K 0.18%
2,368
-60
117
$395K 0.18%
5,952
-242
118
$394K 0.18%
2,776
+55
119
$391K 0.18%
1,416
120
$379K 0.17%
13,716
+731
121
$365K 0.17%
3,822
-831
122
$363K 0.17%
11,400
-346
123
$360K 0.16%
1,776
124
$358K 0.16%
1,940
-24
125
$357K 0.16%
3,908
3 4
5
6 7