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
$397M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$2.51M
3 +$668K
4
ADSK icon
Autodesk
ADSK
+$617K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$453K

Top Sells

1 +$2.66M
2 +$712K
3 +$702K
4
ZTS icon
Zoetis
ZTS
+$521K
5
ADBE icon
Adobe
ADBE
+$519K

Sector Composition

1 Technology 22.41%
2 Financials 16.66%
3 Healthcare 13.23%
4 Communication Services 10.79%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$376K 0.09%
95,220
+6,253
177
$374K 0.09%
2,983
178
$373K 0.09%
1,894
+177
179
$373K 0.09%
1,824
+90
180
$371K 0.09%
4,186
+502
181
$369K 0.09%
1,560
182
$369K 0.09%
+2,286
183
$369K 0.09%
4,050
184
$368K 0.09%
3,629
+165
185
$368K 0.09%
714
+57
186
$366K 0.09%
4,842
187
$364K 0.09%
1,655
+359
188
$362K 0.09%
7,043
+383
189
$360K 0.09%
4,939
-495
190
$360K 0.09%
5,613
+3
191
$359K 0.09%
2,328
+702
192
$358K 0.09%
1,980
193
$358K 0.09%
3,731
+679
194
$356K 0.09%
1,844
+175
195
$354K 0.09%
825
+79
196
$353K 0.09%
3,257
+128
197
$352K 0.09%
3,408
+320
198
$350K 0.09%
+1,205
199
$348K 0.09%
1,801
+129
200
$345K 0.09%
4,346
+769