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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$540K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$249K
5
ECOL
US Ecology, Inc.
ECOL
+$215K

Top Sells

1
+$958K
2
+$779K
3
+$467K
4
V icon
Visa
V
+$365K
5
HD icon
Home Depot
HD
+$252K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$255K 0.13%
28,632
+89
152
$251K 0.13%
16,065
-5,790
153
$248K 0.13%
1,987
154
$246K 0.13%
3,204
-155
155
$244K 0.13%
1,081
-150
156
$242K 0.13%
2,090
-241
157
$233K 0.12%
5,156
+2
158
$231K 0.12%
2,778
-178
159
$230K 0.12%
4,705
+92
160
$230K 0.12%
1,980
161
$220K 0.11%
2,871
162
$220K 0.11%
1,381
163
$218K 0.11%
5,667
+51
164
$216K 0.11%
1,458
165
$215K 0.11%
+4,000
166
$213K 0.11%
2,295
+41
167
$209K 0.11%
4,102
+1,700
168
$208K 0.11%
6,434
-584
169
$205K 0.11%
1,521
-113
170
$204K 0.11%
992
171
$204K 0.11%
1,331
+40
172
$200K 0.1%
2,189
+32
173
$198K 0.1%
3,966
174
$196K 0.1%
2,333
-286
175
$196K 0.1%
3,389
+6
5 6
7
8 9