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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$540K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$249K
5
ECOL
US Ecology, Inc.
ECOL
+$215K

Top Sells

1
+$958K
2
+$779K
3
+$467K
4
V icon
Visa
V
+$365K
5
HD icon
Home Depot
HD
+$252K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$312K 0.16%
4,050
127
$308K 0.16%
5,016
+121
128
$308K 0.16%
1,629
-8
129
$303K 0.16%
4,994
+219
130
$301K 0.16%
7,392
-2,844
131
$299K 0.16%
2,263
132
$295K 0.15%
2,297
-31
133
$294K 0.15%
1,546
134
$294K 0.15%
9,802
-602
135
$291K 0.15%
5,448
+201
136
$288K 0.15%
4,609
+40
137
$283K 0.15%
3,411
-2
138
$277K 0.14%
4,414
-166
139
$277K 0.14%
2,432
+48
140
$275K 0.14%
1
141
$271K 0.14%
1,939
+150
142
$270K 0.14%
1,776
+366
143
$267K 0.14%
5,162
-95
144
$267K 0.14%
2,530
-226
145
$266K 0.14%
8,200
+60
146
$262K 0.14%
2,192
-145
147
$262K 0.14%
3,058
-141
148
$259K 0.13%
5,375
+128
149
$257K 0.13%
7,550
-5,338
150
$257K 0.13%
4,033
-34
4 5
6
7 8