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
$225M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$320K
3
+$283K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
HUBB icon
Hubbell
HUBB
+$258K

Top Sells

1
+$748K
2
+$640K
3
+$397K
4
SBUX icon
Starbucks
SBUX
+$387K
5
DD icon
DuPont de Nemours
DD
+$370K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$457K 0.2%
12,659
-2,112
102
$455K 0.2%
1,689
+164
103
$450K 0.2%
2,764
104
$443K 0.2%
3,228
+95
105
$442K 0.2%
8,895
+329
106
$442K 0.2%
2,614
+60
107
$429K 0.19%
3,561
108
$428K 0.19%
4,398
+39
109
$427K 0.19%
4,881
+534
110
$418K 0.19%
4,518
-2
111
$408K 0.18%
5,720
+14
112
$408K 0.18%
10,276
-604
113
$398K 0.18%
4,734
+1
114
$398K 0.18%
2,309
+87
115
$396K 0.18%
3,508
116
$392K 0.17%
4,426
+762
117
$372K 0.17%
13,260
+643
118
$371K 0.16%
2,389
+399
119
$366K 0.16%
3,631
-446
120
$366K 0.16%
3,912
-337
121
$351K 0.16%
3,792
122
$350K 0.16%
13,705
+3,404
123
$346K 0.15%
9,060
-5,275
124
$342K 0.15%
4,699
125
$342K 0.15%
7,752
-3,672
3 4
5
6 7