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
$163M
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$909K
3
+$857K
4
CRM icon
Salesforce
CRM
+$618K
5
NOW icon
ServiceNow
NOW
+$583K

Top Sells

1
+$2.68M
2
+$2.07M
3
+$1.93M
4
RTX icon
RTX Corp
RTX
+$1.79M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.51M

Sector Composition

1 Technology 21.26%
2 Financials 18.61%
3 Healthcare 12.85%
4 Communication Services 9.42%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$272K 0.17%
32,211
127
$269K 0.17%
19,326
+2,633
128
$265K 0.16%
+2,898
129
$260K 0.16%
2,051
130
$259K 0.16%
2,565
+76
131
$249K 0.15%
877
-78
132
$244K 0.15%
1,671
+4
133
$241K 0.15%
7,197
+692
134
$237K 0.15%
994
-185
135
$234K 0.14%
2,613
-895
136
$233K 0.14%
6,032
+474
137
$233K 0.14%
1,800
138
$231K 0.14%
6,860
139
$231K 0.14%
6,712
+555
140
$228K 0.14%
+34,600
141
$228K 0.14%
15,000
+5,000
142
$227K 0.14%
1,980
143
$221K 0.14%
2,044
+318
144
$220K 0.14%
4,164
145
$218K 0.13%
1,908
-1,214
146
$217K 0.13%
3,955
+1,155
147
$217K 0.13%
4,291
-392
148
$213K 0.13%
8,803
+1,543
149
$211K 0.13%
1,663
-66
150
$204K 0.13%
5,411
+109
4 5
6
7 8