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
$299M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$5.65M
3
+$2.96M
4
ILMN icon
Illumina
ILMN
+$1.81M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.56M

Top Sells

1
+$307K
2
+$303K
3
+$285K
4
BK icon
Bank of New York Mellon
BK
+$236K
5
CB icon
Chubb
CB
+$224K

Sector Composition

1 Technology 24.13%
2 Financials 17.35%
3 Healthcare 13.61%
4 Communication Services 9.42%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$294K 0.1%
1,202
-63
152
$292K 0.1%
32,211
153
$290K 0.1%
5,393
-537
154
$287K 0.1%
7,010
+323
155
$281K 0.09%
+1,194
156
$277K 0.09%
7,308
-43
157
$275K 0.09%
3,112
+148
158
$275K 0.09%
+608
159
$274K 0.09%
2,111
-521
160
$271K 0.09%
1,707
+30
161
$264K 0.09%
57,802
-10,450
162
$263K 0.09%
3,114
-467
163
$260K 0.09%
+4,074
164
$259K 0.09%
2,704
+278
165
$258K 0.09%
+1,450
166
$258K 0.09%
5,529
-677
167
$256K 0.09%
+1,313
168
$255K 0.09%
+1,190
169
$255K 0.09%
1,021
-15
170
$250K 0.08%
+1,642
171
$249K 0.08%
+3,452
172
$246K 0.08%
+673
173
$244K 0.08%
+5,093
174
$240K 0.08%
+2,900
175
$239K 0.08%
+4,518
5 6
7
8 9