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
$456M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$3.72M
3
+$3.67M
4
NFLX icon
Netflix
NFLX
+$3.36M
5
PYPL icon
PayPal
PYPL
+$2.78M

Top Sells

1
+$3.45M
2
+$3.3M
3
+$1.35M
4
MSCI icon
MSCI
MSCI
+$1.35M
5
MA icon
Mastercard
MA
+$842K

Sector Composition

1 Technology 21.51%
2 Financials 15.61%
3 Healthcare 12.45%
4 Consumer Discretionary 9.03%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$564K 0.12%
3,464
-100
127
$558K 0.12%
2,780
+628
128
$554K 0.12%
4,639
-126
129
$554K 0.12%
6,982
-5
130
$548K 0.12%
17,987
131
$540K 0.12%
28,516
+221
132
$529K 0.12%
4,027
+957
133
$522K 0.11%
8,225
134
$522K 0.11%
1,254
-15
135
$520K 0.11%
5,233
-434
136
$519K 0.11%
5,483
137
$516K 0.11%
23,540
+3,873
138
$503K 0.11%
13,002
+2,969
139
$484K 0.11%
3,642
+1,257
140
$482K 0.11%
2,327
+197
141
$481K 0.11%
33,400
-1,500
142
$481K 0.11%
2,160
+302
143
$481K 0.11%
+8,762
144
$477K 0.1%
6,414
+1,124
145
$474K 0.1%
8,831
+2,941
146
$473K 0.1%
800
-34
147
$471K 0.1%
26,398
-9,415
148
$468K 0.1%
4,693
-616
149
$466K 0.1%
1,000
150
$461K 0.1%
3,436
-5
4 5
6
7 8