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
$383M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.27M
3
+$716K
4
CSCO icon
Cisco
CSCO
+$368K
5
AZTA icon
Azenta
AZTA
+$300K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$721K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$520K
5
NVDA icon
NVIDIA
NVDA
+$512K

Sector Composition

1 Technology 22.54%
2 Financials 17.24%
3 Healthcare 13.53%
4 Communication Services 10.52%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$704K 0.18%
3,106
+72
102
$699K 0.18%
7,122
-195
103
$697K 0.18%
11,641
+366
104
$678K 0.18%
5,892
105
$673K 0.18%
7,909
106
$645K 0.17%
11,108
+317
107
$621K 0.16%
31,040
-25,600
108
$618K 0.16%
2,607
+122
109
$603K 0.16%
2,526
110
$597K 0.16%
5,141
+16
111
$596K 0.16%
3,756
112
$589K 0.15%
1,497
+1
113
$586K 0.15%
11,637
+184
114
$578K 0.15%
12,143
+1,103
115
$570K 0.15%
480
116
$569K 0.15%
3,267
+341
117
$550K 0.14%
4,717
+77
118
$548K 0.14%
6,528
+15
119
$547K 0.14%
8,262
+1,700
120
$528K 0.14%
11,657
+533
121
$525K 0.14%
9,675
-227
122
$521K 0.14%
9,153
+1,534
123
$509K 0.13%
12,363
-86
124
$503K 0.13%
1,000
125
$497K 0.13%
8,500
+392
3 4
5
6 7