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
$198M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$571K
3
+$522K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$516K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$431K

Top Sells

1
+$571K
2
+$411K
3
+$336K
4
ELV icon
Elevance Health
ELV
+$321K
5
FDX icon
FedEx
FDX
+$302K

Sector Composition

1 Financials 20.47%
2 Technology 17.84%
3 Healthcare 9.58%
4 Communication Services 9.52%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$323K 0.16%
5,374
-105
127
$323K 0.16%
1,500
-25
128
$318K 0.16%
5,754
+124
129
$315K 0.16%
15,292
+772
130
$312K 0.16%
1
131
$311K 0.16%
6,231
132
$310K 0.16%
6,860
-892
133
$307K 0.15%
58,969
-1,107
134
$307K 0.15%
1,708
+19
135
$307K 0.15%
2,076
136
$304K 0.15%
1,000
137
$291K 0.15%
4,917
+4,607
138
$284K 0.14%
9,621
-145
139
$283K 0.14%
795
-11
140
$283K 0.14%
972
+17
141
$278K 0.14%
4,050
142
$277K 0.14%
1,693
-616
143
$276K 0.14%
2,686
-45
144
$267K 0.13%
7,118
-633
145
$263K 0.13%
2,568
-1,344
146
$260K 0.13%
1,980
147
$260K 0.13%
7,607
-2,669
148
$255K 0.13%
6,672
-89
149
$255K 0.13%
2,321
-1,310
150
$252K 0.13%
4,214
-78
4 5
6
7 8