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
$219M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.05M
3
+$1.56M
4
RTX icon
RTX Corp
RTX
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.3M

Top Sells

1
+$1.72M
2
+$458K
3
+$335K
4
HSBC icon
HSBC
HSBC
+$306K
5
BIDU icon
Baidu
BIDU
+$259K

Sector Composition

1 Technology 24.81%
2 Financials 16.74%
3 Healthcare 11.85%
4 Communication Services 10.36%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$407K 0.19%
13,376
-149
102
$406K 0.19%
1,455
103
$406K 0.19%
15,877
-13,087
104
$388K 0.18%
40,800
+6,200
105
$383K 0.18%
1,264
-12
106
$381K 0.17%
3,009
+7
107
$377K 0.17%
11,319
+484
108
$374K 0.17%
3,485
-579
109
$374K 0.17%
19,641
-550
110
$371K 0.17%
3,710
111
$360K 0.16%
7,212
+15
112
$352K 0.16%
+6,196
113
$351K 0.16%
1,504
+230
114
$346K 0.16%
+7,036
115
$345K 0.16%
13,072
-4
116
$343K 0.16%
3,516
-45
117
$342K 0.16%
4,672
118
$337K 0.15%
+8,497
119
$336K 0.15%
1,254
-11
120
$334K 0.15%
2,026
-25
121
$333K 0.15%
9,121
-506
122
$331K 0.15%
5,462
-1,198
123
$327K 0.15%
3,058
+160
124
$324K 0.15%
1,757
-842
125
$320K 0.15%
2,613
3 4
5
6 7