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
$219M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.05M
3
+$1.56M
4
RTX icon
RTX Corp
RTX
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.3M

Top Sells

1
+$1.72M
2
+$458K
3
+$335K
4
HSBC icon
HSBC
HSBC
+$306K
5
BIDU icon
Baidu
BIDU
+$259K

Sector Composition

1 Technology 24.81%
2 Financials 16.74%
3 Healthcare 11.85%
4 Communication Services 10.36%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$318K 0.15%
877
127
$315K 0.14%
20,756
+1,430
128
$312K 0.14%
2,966
-400
129
$309K 0.14%
9,088
+203
130
$308K 0.14%
3,356
+7
131
$306K 0.14%
5,596
-418
132
$301K 0.14%
5,476
+1,185
133
$292K 0.13%
+5,100
134
$290K 0.13%
1,653
-18
135
$288K 0.13%
6,052
-2,557
136
$287K 0.13%
5,192
-860
137
$287K 0.13%
987
-7
138
$280K 0.13%
+8,870
139
$277K 0.13%
5,099
+1,144
140
$276K 0.13%
+5,192
141
$273K 0.12%
1,908
142
$269K 0.12%
+4,794
143
$267K 0.12%
1
144
$265K 0.12%
6,860
145
$259K 0.12%
+11,651
146
$257K 0.12%
4,164
147
$256K 0.12%
8,216
-587
148
$252K 0.12%
2,849
-1,516
149
$249K 0.11%
6,338
+306
150
$248K 0.11%
1,980
3 4 5
6
7