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
$382M
AUM Growth
-$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.24M
3
+$1.14M
4
VUG icon
Vanguard Growth ETF
VUG
+$904K
5
ADBE icon
Adobe
ADBE
+$824K

Top Sells

1
+$1.58M
2
+$812K
3
+$803K
4
UNH icon
UnitedHealth
UNH
+$684K
5
MSCI icon
MSCI
MSCI
+$592K

Sector Composition

1 Technology 20.29%
2 Financials 15.92%
3 Healthcare 12.92%
4 Communication Services 7.76%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$326K 0.09%
3,646
-286
177
$326K 0.09%
4,050
178
$326K 0.09%
4,189
179
$323K 0.08%
2,856
+95
180
$316K 0.08%
1,985
-10
181
$316K 0.08%
3,550
+316
182
$316K 0.08%
11,636
+544
183
$311K 0.08%
829
-4
184
$311K 0.08%
2,728
+3
185
$309K 0.08%
2,146
+123
186
$307K 0.08%
1,435
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187
$307K 0.08%
1,691
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188
$306K 0.08%
1,092
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189
$305K 0.08%
1,803
-257
190
$303K 0.08%
1,740
-124
191
$302K 0.08%
932
192
$301K 0.08%
8,433
193
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194
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5,946
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195
$300K 0.08%
780
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196
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4,756
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197
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198
$298K 0.08%
8,005
+1,120
199
$296K 0.08%
3,744
-143
200
$295K 0.08%
257
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