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
$338M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.65M
3
+$2.58M
4
PM icon
Philip Morris
PM
+$2.53M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Top Sells

1
+$9.95M
2
+$2.96M
3
+$2.83M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.08M
5
ALGN icon
Align Technology
ALGN
+$828K

Sector Composition

1 Technology 23.06%
2 Healthcare 14.07%
3 Financials 13.14%
4 Communication Services 10.92%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$374K 0.11%
5,743
+117
152
$373K 0.11%
+1,851
153
$370K 0.11%
3,652
+1,471
154
$370K 0.11%
11,453
-827
155
$370K 0.11%
1,980
156
$368K 0.11%
4,672
157
$363K 0.11%
3,464
+350
158
$361K 0.11%
6,596
+2,078
159
$360K 0.11%
5,507
+114
160
$359K 0.11%
32,211
161
$358K 0.11%
8,473
-500
162
$358K 0.11%
1,670
-218
163
$357K 0.11%
+3,404
164
$355K 0.1%
4,346
+759
165
$354K 0.1%
3,967
+1,263
166
$351K 0.1%
4,112
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167
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168
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4,643
+1,811
169
$342K 0.1%
1,865
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170
$340K 0.1%
2,368
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171
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172
$340K 0.1%
+3,699
173
$337K 0.1%
9,130
+2,125
174
$336K 0.1%
8,660
+1,756
175
$330K 0.1%
1,296
+106
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