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YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.07M
3
+$906K
4
CRM icon
Salesforce
CRM
+$736K
5
NOW icon
ServiceNow
NOW
+$636K

Top Sells

1
+$3.1M
2
+$2.05M
3
+$1.93M
4
RTX icon
RTX Corp
RTX
+$1.79M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.55M

Sector Composition

1 Technology 21.26%
2 Financials 18.61%
3 Healthcare 12.85%
4 Communication Services 9.42%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,785
177
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-1,680
178
– –
-4,050
179
– –
-5,093
180
– –
-1,912
181
– –
-5,201
182
– –
-10,488
183
– –
-4,570
184
– –
-4,740
185
– –
-4,287
186
– –
-12,675
187
– –
-5,696
188
– –
-2,356
4 5 6 7
8