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
$338M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.65M
3
+$2.58M
4
PM icon
Philip Morris
PM
+$2.53M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Top Sells

1
+$9.95M
2
+$2.96M
3
+$2.83M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.08M
5
ALGN icon
Align Technology
ALGN
+$828K

Sector Composition

1 Technology 23.06%
2 Healthcare 14.07%
3 Financials 13.14%
4 Communication Services 10.92%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$330K 0.1%
+1,604
177
$330K 0.1%
88,822
+31,020
178
$329K 0.1%
678
+58
179
$329K 0.1%
1,006
+51
180
$328K 0.1%
+1,721
181
$327K 0.1%
1,960
+387
182
$322K 0.1%
2,880
+705
183
$322K 0.1%
+3,373
184
$316K 0.09%
4,050
185
$313K 0.09%
887
+214
186
$312K 0.09%
9,717
187
$307K 0.09%
3,846
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188
$307K 0.09%
+5,117
189
$307K 0.09%
+742
190
$306K 0.09%
+1,085
191
$306K 0.09%
+1,925
192
$300K 0.09%
+8,133
193
$299K 0.09%
+3,418
194
$299K 0.09%
259
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195
$298K 0.09%
+1,424
196
$297K 0.09%
5,093
197
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+5,100
198
$296K 0.09%
1,196
+303
199
$295K 0.09%
1,053
-149
200
$295K 0.09%
796
+188
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