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
$225M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$320K
3
+$283K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
HUBB icon
Hubbell
HUBB
+$258K

Top Sells

1
+$748K
2
+$640K
3
+$397K
4
SBUX icon
Starbucks
SBUX
+$387K
5
DD icon
DuPont de Nemours
DD
+$370K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$264K 0.12%
20,943
-117
152
$258K 0.11%
+1,980
153
$257K 0.11%
55,126
+168
154
$254K 0.11%
1,865
155
$254K 0.11%
5,614
+531
156
$251K 0.11%
5,305
+26
157
$250K 0.11%
9,766
+4,726
158
$248K 0.11%
2,565
+930
159
$245K 0.11%
6,101
-57
160
$241K 0.11%
3,112
-236
161
$234K 0.1%
1,278
+51
162
$233K 0.1%
640
+33
163
$230K 0.1%
3,532
-4
164
$227K 0.1%
3,824
-140
165
$217K 0.1%
1,951
-250
166
$215K 0.1%
5,238
+113
167
$213K 0.09%
2,142
-699
168
$210K 0.09%
1,526
+33
169
$209K 0.09%
29,579
-1,430
170
$208K 0.09%
1,797
+204
171
$207K 0.09%
4,730
+81
172
$200K 0.09%
1,966
173
$200K 0.09%
1,495
-20
174
$198K 0.09%
3,244
175
$193K 0.09%
1,254
+316
5 6
7
8 9