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
$446M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$2.1M
3
+$1.08M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$723K
5
DOCU icon
DocuSign
DOCU
+$702K

Top Sells

1
+$2.11M
2
+$1.77M
3
+$1.45M
4
META icon
Meta Platforms (Facebook)
META
+$1.39M
5
ONTF icon
ON24
ONTF
+$668K

Sector Composition

1 Technology 22.64%
2 Financials 15.4%
3 Healthcare 13.79%
4 Communication Services 9.73%
5 Consumer Discretionary 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$568K 0.13%
10,556
-1,383
127
$560K 0.13%
28,295
+887
128
$558K 0.13%
4,765
-105
129
$556K 0.12%
834
130
$550K 0.12%
1,260
+3
131
$527K 0.12%
4,699
+7
132
$527K 0.12%
2,552
+70
133
$517K 0.12%
4,668
+124
134
$514K 0.12%
6,683
-360
135
$513K 0.12%
+6,636
136
$513K 0.12%
5,309
+241
137
$512K 0.11%
5,885
-52
138
$511K 0.11%
+2,130
139
$492K 0.11%
290
+10
140
$482K 0.11%
1,620
141
$479K 0.11%
34,900
142
$478K 0.11%
+19,667
143
$474K 0.11%
4,315
+87
144
$474K 0.11%
838
-49
145
$473K 0.11%
3,313
-575
146
$470K 0.11%
1,335
+141
147
$469K 0.11%
4,676
+68
148
$468K 0.1%
5,483
149
$468K 0.1%
8,709
-363
150
$467K 0.1%
6,982
-142
4 5
6
7 8