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
$218M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$374K
3
+$265K
4
ABEV icon
Ambev
ABEV
+$148K
5
ETSY icon
Etsy
ETSY
+$132K

Top Sells

1
+$3.42M
2
+$3.05M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$1.71M
5
META icon
Meta Platforms (Facebook)
META
+$1.41M

Sector Composition

1 Technology 18.14%
2 Financials 16.6%
3 Healthcare 12.44%
4 Consumer Discretionary 10.69%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$242K 0.11%
1,257
-1,177
152
$241K 0.11%
4,541
153
$236K 0.11%
5,275
-76
154
$235K 0.11%
43,297
+52
155
$233K 0.11%
6,266
+300
156
$232K 0.11%
4,975
157
$232K 0.11%
3,280
-69
158
$231K 0.11%
1,800
159
$227K 0.1%
1,000
160
$227K 0.1%
1,183
+50
161
$213K 0.1%
2,685
-207
162
$206K 0.09%
591
-39
163
$203K 0.09%
2,462
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164
$203K 0.09%
2,481
-605
165
$203K 0.09%
1,998
166
$202K 0.09%
597
167
$202K 0.09%
2,782
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168
$200K 0.09%
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169
$198K 0.09%
878
-30
170
$196K 0.09%
3,450
-1,050
171
$194K 0.09%
1,966
172
$192K 0.09%
5,616
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173
$190K 0.09%
4,464
174
$190K 0.09%
7,431
-152
175
$187K 0.09%
2,523
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7
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