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
$225M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$320K
3
+$283K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
HUBB icon
Hubbell
HUBB
+$258K

Top Sells

1
+$748K
2
+$640K
3
+$397K
4
SBUX icon
Starbucks
SBUX
+$387K
5
DD icon
DuPont de Nemours
DD
+$370K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$192K 0.09%
2,528
-166
177
$191K 0.08%
10,200
+5,400
178
$187K 0.08%
1,848
179
$184K 0.08%
1,084
+17
180
$181K 0.08%
4,754
181
$179K 0.08%
1,495
-39
182
$178K 0.08%
1,252
-11
183
$178K 0.08%
1,170
184
$178K 0.08%
2,710
185
$178K 0.08%
2,285
186
$176K 0.08%
2,193
-42
187
$173K 0.08%
206
-6
188
$171K 0.08%
4,816
-750
189
$171K 0.08%
645
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190
$171K 0.08%
1,970
-17
191
$171K 0.08%
755
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192
$170K 0.08%
1,581
-15
193
$170K 0.08%
3,244
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194
$170K 0.08%
4,006
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195
$169K 0.08%
2,008
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196
$169K 0.08%
4,713
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197
$169K 0.08%
1,013
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198
$169K 0.08%
1,800
199
$168K 0.07%
1,261
200
$168K 0.07%
3,011
+459
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