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
$218M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$374K
3
+$265K
4
ABEV icon
Ambev
ABEV
+$148K
5
ETSY icon
Etsy
ETSY
+$132K

Top Sells

1
+$3.42M
2
+$3.05M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$1.71M
5
META icon
Meta Platforms (Facebook)
META
+$1.41M

Sector Composition

1 Technology 18.14%
2 Financials 16.6%
3 Healthcare 12.44%
4 Consumer Discretionary 10.69%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$355K 0.16%
2,611
+457
127
$347K 0.16%
2,088
128
$342K 0.16%
3,701
-5
129
$336K 0.15%
6,436
-340
130
$331K 0.15%
4,460
-251
131
$322K 0.15%
1
132
$320K 0.15%
50,184
133
$315K 0.14%
4,697
134
$312K 0.14%
4,050
135
$306K 0.14%
5,546
136
$299K 0.14%
7,116
-79
137
$297K 0.14%
2,970
-1,253
138
$296K 0.14%
1,987
-170
139
$293K 0.13%
1,179
-30
140
$282K 0.13%
3,264
+105
141
$281K 0.13%
2,491
+75
142
$272K 0.12%
855
-1
143
$265K 0.12%
+1,980
144
$259K 0.12%
3,244
-428
145
$254K 0.12%
1,248
+13
146
$252K 0.12%
4,179
-319
147
$251K 0.11%
1,645
-970
148
$247K 0.11%
2,746
-35
149
$243K 0.11%
23,632
-560
150
$242K 0.11%
3,335
+67
4 5
6
7 8