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
$383M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.27M
3
+$716K
4
CSCO icon
Cisco
CSCO
+$368K
5
AZTA icon
Azenta
AZTA
+$300K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$721K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$520K
5
NVDA icon
NVIDIA
NVDA
+$512K

Sector Composition

1 Technology 22.54%
2 Financials 17.24%
3 Healthcare 13.53%
4 Communication Services 10.52%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$401K 0.1%
88,967
+145
152
$400K 0.1%
4,188
+76
153
$396K 0.1%
5,434
-309
154
$394K 0.1%
4,842
+170
155
$393K 0.1%
1,701
156
$392K 0.1%
4,638
-5
157
$392K 0.1%
1,091
+6
158
$379K 0.1%
6,660
+64
159
$376K 0.1%
5,610
+103
160
$376K 0.1%
3,730
+326
161
$375K 0.1%
817
-34
162
$372K 0.1%
1,511
+40
163
$370K 0.1%
4,776
-16
164
$370K 0.1%
1,980
165
$370K 0.1%
2,983
+14
166
$369K 0.1%
4,266
-80
167
$369K 0.1%
1,560
-110
168
$368K 0.1%
7,715
-1,415
169
$368K 0.1%
2,384
+16
170
$367K 0.1%
1,960
171
$363K 0.09%
1,048
-5
172
$363K 0.09%
3,464
173
$360K 0.09%
260
+1
174
$360K 0.09%
1,879
+14
175
$359K 0.09%
3,129
-523
5 6
7
8 9