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
$163M
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$909K
3
+$857K
4
CRM icon
Salesforce
CRM
+$618K
5
NOW icon
ServiceNow
NOW
+$583K

Top Sells

1
+$2.68M
2
+$2.07M
3
+$1.93M
4
RTX icon
RTX Corp
RTX
+$1.79M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.51M

Sector Composition

1 Technology 21.26%
2 Financials 18.61%
3 Healthcare 12.85%
4 Communication Services 9.42%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$360K 0.22%
+6,660
102
$353K 0.22%
10,598
+2,134
103
$353K 0.22%
8,609
+1,212
104
$352K 0.22%
8,885
-407
105
$349K 0.21%
5,736
106
$339K 0.21%
4,365
-128
107
$335K 0.21%
3,002
-1,291
108
$329K 0.2%
3,710
-332
109
$325K 0.2%
5,152
-973
110
$322K 0.2%
3,366
-55
111
$319K 0.2%
10,835
-169
112
$310K 0.19%
13,076
113
$310K 0.19%
4,672
-47
114
$308K 0.19%
1,000
115
$308K 0.19%
1,455
-45
116
$306K 0.19%
10,929
+203
117
$302K 0.19%
3,349
-65
118
$296K 0.18%
56,650
119
$294K 0.18%
9,627
+90
120
$292K 0.18%
3,561
121
$292K 0.18%
6,052
-1,296
122
$286K 0.18%
+1,274
123
$286K 0.18%
20,191
+4,741
124
$274K 0.17%
6,014
-1,892
125
$272K 0.17%
1
3 4
5
6 7