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
$456M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$3.72M
3
+$3.67M
4
NFLX icon
Netflix
NFLX
+$3.36M
5
PYPL icon
PayPal
PYPL
+$2.78M

Top Sells

1
+$3.45M
2
+$3.3M
3
+$1.35M
4
MSCI icon
MSCI
MSCI
+$1.35M
5
MA icon
Mastercard
MA
+$842K

Sector Composition

1 Technology 21.51%
2 Financials 15.61%
3 Healthcare 12.45%
4 Consumer Discretionary 9.03%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$459K 0.1%
1,609
-11
152
$457K 0.1%
2,227
+150
153
$454K 0.1%
5,558
154
$452K 0.1%
9,804
-4,050
155
$452K 0.1%
3,300
156
$448K 0.1%
8,391
+67
157
$446K 0.1%
5,796
-89
158
$440K 0.1%
3,924
-775
159
$439K 0.1%
1,677
+400
160
$435K 0.1%
1,798
-90
161
$434K 0.1%
8,449
+3,134
162
$432K 0.09%
3,932
-744
163
$424K 0.09%
5,118
+107
164
$424K 0.09%
10,766
165
$422K 0.09%
13,198
+51
166
$421K 0.09%
1,701
167
$419K 0.09%
3,191
-136
168
$417K 0.09%
3,234
-42
169
$412K 0.09%
2,496
170
$410K 0.09%
8,151
+1,789
171
$410K 0.09%
4,604
+1,653
172
$408K 0.09%
3,313
173
$405K 0.09%
1,893
174
$405K 0.09%
3,845
-97
175
$404K 0.09%
3,869
+1,395
5 6
7
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