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
$456M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$3.72M
3
+$3.67M
4
NFLX icon
Netflix
NFLX
+$3.36M
5
PYPL icon
PayPal
PYPL
+$2.78M

Top Sells

1
+$3.45M
2
+$3.3M
3
+$1.35M
4
MSCI icon
MSCI
MSCI
+$1.35M
5
MA icon
Mastercard
MA
+$842K

Sector Composition

1 Technology 21.51%
2 Financials 15.61%
3 Healthcare 12.45%
4 Consumer Discretionary 9.03%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$404K 0.09%
4,123
+1,629
177
$402K 0.09%
4,764
-175
178
$402K 0.09%
6,703
+3,428
179
$400K 0.09%
8,775
+66
180
$399K 0.09%
821
-45
181
$394K 0.09%
833
-31
182
$390K 0.09%
949
-34
183
$387K 0.08%
8,433
-40
184
$387K 0.08%
4,123
+1,411
185
$386K 0.08%
4,399
-162
186
$385K 0.08%
27,494
+12,723
187
$382K 0.08%
2,416
-136
188
$382K 0.08%
1,915
-44
189
$380K 0.08%
1,566
-66
190
$379K 0.08%
1,864
+6
191
$379K 0.08%
4,829
+2,252
192
$364K 0.08%
3,484
-104
193
$364K 0.08%
9,717
194
$364K 0.08%
1,980
195
$364K 0.08%
1,052
+118
196
$362K 0.08%
4,779
-63
197
$362K 0.08%
2,761
+1,240
198
$356K 0.08%
1,239
+33
199
$355K 0.08%
62,420
+1,073
200
$354K 0.08%
258
-32
6 7
8
9 10