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
$446M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$2.1M
3
+$1.08M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$723K
5
DOCU icon
DocuSign
DOCU
+$702K

Top Sells

1
+$2.11M
2
+$1.77M
3
+$1.45M
4
META icon
Meta Platforms (Facebook)
META
+$1.39M
5
ONTF icon
ON24
ONTF
+$668K

Sector Composition

1 Technology 22.64%
2 Financials 15.4%
3 Healthcare 13.79%
4 Communication Services 9.73%
5 Consumer Discretionary 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$423K 0.09%
3,441
+87
177
$423K 0.09%
6,026
+283
178
$418K 0.09%
3,564
-65
179
$416K 0.09%
+6,362
180
$415K 0.09%
4,939
181
$413K 0.09%
4,842
182
$412K 0.09%
1,980
183
$410K 0.09%
+10,033
184
$409K 0.09%
1,858
+57
185
$405K 0.09%
4,050
186
$404K 0.09%
596
187
$401K 0.09%
1,277
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188
$400K 0.09%
2,385
+303
189
$400K 0.09%
1,691
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190
$397K 0.09%
1,560
191
$393K 0.09%
2,534
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192
$390K 0.09%
+2,951
193
$389K 0.09%
5,011
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194
$388K 0.09%
934
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195
$387K 0.09%
4,561
+215
196
$387K 0.09%
1,206
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197
$387K 0.09%
2,239
+664
198
$386K 0.09%
10,766
199
$384K 0.09%
1,754
-641
200
$382K 0.09%
1,676
-786
6 7
8
9 10