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
$383M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.27M
3
+$716K
4
CSCO icon
Cisco
CSCO
+$368K
5
AZTA icon
Azenta
AZTA
+$300K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$721K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$520K
5
NVDA icon
NVIDIA
NVDA
+$512K

Sector Composition

1 Technology 22.54%
2 Financials 17.24%
3 Healthcare 13.53%
4 Communication Services 10.52%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$491K 0.13%
6,001
+338
127
$490K 0.13%
1,229
+15
128
$490K 0.13%
4,680
-559
129
$488K 0.13%
8,443
+785
130
$485K 0.13%
1,334
+25
131
$463K 0.12%
2,848
+923
132
$461K 0.12%
34,900
-20,350
133
$461K 0.12%
1,245
-57
134
$460K 0.12%
6,542
-116
135
$459K 0.12%
1,999
136
$458K 0.12%
3,424
137
$453K 0.12%
2,200
+112
138
$441K 0.12%
10,816
139
$439K 0.11%
25,657
+31
140
$434K 0.11%
4,879
-1,201
141
$432K 0.11%
5,558
142
$430K 0.11%
1,620
-4
143
$426K 0.11%
5,001
+1,583
144
$426K 0.11%
845
145
$423K 0.11%
3,360
146
$414K 0.11%
2,405
-200
147
$412K 0.11%
8,473
148
$408K 0.11%
982
-24
149
$406K 0.11%
3,175
150
$402K 0.11%
1,956
+105
4 5
6
7 8