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
$456M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$3.72M
3
+$3.67M
4
NFLX icon
Netflix
NFLX
+$3.36M
5
PYPL icon
PayPal
PYPL
+$2.78M

Top Sells

1
+$3.45M
2
+$3.3M
3
+$1.35M
4
MSCI icon
MSCI
MSCI
+$1.35M
5
MA icon
Mastercard
MA
+$842K

Sector Composition

1 Technology 21.51%
2 Financials 15.61%
3 Healthcare 12.45%
4 Consumer Discretionary 9.03%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$803K 0.18%
5,809
+128
102
$800K 0.18%
7,208
+96
103
$792K 0.17%
10,766
+1,478
104
$778K 0.17%
7,745
-2,178
105
$767K 0.17%
6,732
-144
106
$764K 0.17%
12,165
-621
107
$755K 0.17%
4,551
+101
108
$753K 0.17%
2,311
-15
109
$735K 0.16%
4,162
+132
110
$728K 0.16%
15,148
111
$708K 0.16%
480
112
$699K 0.15%
9,978
-211
113
$698K 0.15%
5,892
114
$681K 0.15%
4,218
-45
115
$666K 0.15%
1,489
-218
116
$655K 0.14%
8,524
+1,888
117
$633K 0.14%
1,525
+265
118
$627K 0.14%
820
-1
119
$627K 0.14%
4,823
120
$610K 0.13%
11,469
+495
121
$604K 0.13%
4,707
+1,630
122
$594K 0.13%
7,392
+410
123
$593K 0.13%
1,650
+315
124
$592K 0.13%
1,177
-2,678
125
$592K 0.13%
+3,494
3 4
5
6 7