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
$299M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$5.65M
3
+$2.96M
4
ILMN icon
Illumina
ILMN
+$1.81M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.56M

Top Sells

1
+$307K
2
+$303K
3
+$285K
4
BK icon
Bank of New York Mellon
BK
+$236K
5
CB icon
Chubb
CB
+$224K

Sector Composition

1 Technology 24.13%
2 Financials 17.35%
3 Healthcare 13.61%
4 Communication Services 9.42%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$238K 0.08%
+620
177
$238K 0.08%
+6,156
178
$237K 0.08%
+3,375
179
$237K 0.08%
4,028
-36
180
$237K 0.08%
+1,090
181
$237K 0.08%
1,800
182
$236K 0.08%
+2,146
183
$232K 0.08%
+893
184
$231K 0.08%
+1,573
185
$230K 0.08%
+1,262
186
$229K 0.08%
1,285
+21
187
$229K 0.08%
+3,587
188
$229K 0.08%
+1,100
189
$227K 0.08%
783
-17
190
$226K 0.08%
957
-46
191
$224K 0.08%
+4,043
192
$223K 0.07%
1,450
-1,459
193
$223K 0.07%
1,465
194
$222K 0.07%
+1,451
195
$220K 0.07%
+6,924
196
$217K 0.07%
955
-90
197
$217K 0.07%
+583
198
$217K 0.07%
+1,827
199
$216K 0.07%
1,529
+102
200
$215K 0.07%
+2,832
5 6 7
8
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