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
$383M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.27M
3
+$716K
4
CSCO icon
Cisco
CSCO
+$368K
5
AZTA icon
Azenta
AZTA
+$300K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$721K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$520K
5
NVDA icon
NVIDIA
NVDA
+$512K

Sector Composition

1 Technology 22.54%
2 Financials 17.24%
3 Healthcare 13.53%
4 Communication Services 10.52%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$359K 0.09%
4,065
+98
177
$358K 0.09%
1,734
+13
178
$356K 0.09%
2,895
+15
179
$352K 0.09%
1,669
+65
180
$351K 0.09%
4,050
181
$348K 0.09%
657
-21
182
$348K 0.09%
3,715
+16
183
$343K 0.09%
10,412
+124
184
$337K 0.09%
32,211
185
$336K 0.09%
54,133
-20,614
186
$336K 0.09%
3,188
-162
187
$335K 0.09%
1,039
-516
188
$335K 0.09%
898
+11
189
$332K 0.09%
596
190
$328K 0.09%
1,912
+28
191
$321K 0.08%
93,429
+413
192
$321K 0.08%
1,672
-663
193
$318K 0.08%
1,444
+20
194
$317K 0.08%
2,997
-376
195
$317K 0.08%
4,329
-1
196
$317K 0.08%
8,165
+32
197
$312K 0.08%
9,717
198
$312K 0.08%
746
+4
199
$310K 0.08%
1,296
200
$310K 0.08%
3,888
+42
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8
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