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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$540K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$249K
5
ECOL
US Ecology, Inc.
ECOL
+$215K

Top Sells

1
+$958K
2
+$779K
3
+$467K
4
V icon
Visa
V
+$365K
5
HD icon
Home Depot
HD
+$252K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$195K 0.1%
1,391
-34
177
$193K 0.1%
2,820
-350
178
$192K 0.1%
1,261
-150
179
$189K 0.1%
2,926
180
$189K 0.1%
3,869
+263
181
$188K 0.1%
792
182
$185K 0.1%
3,391
-425
183
$184K 0.1%
1,534
184
$183K 0.09%
+6,000
185
$183K 0.09%
1,644
+405
186
$181K 0.09%
1,966
187
$180K 0.09%
3,727
188
$179K 0.09%
26,117
+44
189
$177K 0.09%
2,331
190
$174K 0.09%
+3,392
191
$174K 0.09%
1,566
+28
192
$172K 0.09%
3,319
+158
193
$169K 0.09%
1,485
194
$168K 0.09%
2,677
+2,000
195
$167K 0.09%
4,640
+416
196
$166K 0.09%
1,809
-50
197
$165K 0.09%
1,361
-37
198
$165K 0.09%
1,515
-50
199
$163K 0.08%
1,877
200
$163K 0.08%
5,816
6 7
8
9 10