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
$338M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.65M
3
+$2.58M
4
PM icon
Philip Morris
PM
+$2.53M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Top Sells

1
+$9.95M
2
+$2.96M
3
+$2.83M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.08M
5
ALGN icon
Align Technology
ALGN
+$828K

Sector Composition

1 Technology 23.06%
2 Healthcare 14.07%
3 Financials 13.14%
4 Communication Services 10.92%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$449K 0.13%
7,658
+2,695
127
$445K 0.13%
18,674
-934
128
$442K 0.13%
1,999
-20
129
$438K 0.13%
5,558
130
$436K 0.13%
1,624
+9
131
$435K 0.13%
6,562
+2,488
132
$435K 0.13%
1,214
133
$435K 0.13%
11,124
+934
134
$433K 0.13%
+10,816
135
$424K 0.13%
1,309
+604
136
$421K 0.12%
2,088
+638
137
$421K 0.12%
7,619
+2,090
138
$414K 0.12%
+19,600
139
$411K 0.12%
25,626
+5,135
140
$404K 0.12%
2,605
141
$398K 0.12%
3,175
142
$392K 0.12%
3,360
-350
143
$390K 0.12%
74,747
+33,257
144
$389K 0.11%
3,350
+449
145
$388K 0.11%
5,663
+429
146
$386K 0.11%
845
-22
147
$383K 0.11%
2,335
+628
148
$381K 0.11%
1,701
149
$379K 0.11%
1,668
+578
150
$377K 0.11%
1,302
+281
4 5
6
7 8