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
$225M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$320K
3
+$283K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
HUBB icon
Hubbell
HUBB
+$258K

Top Sells

1
+$748K
2
+$640K
3
+$397K
4
SBUX icon
Starbucks
SBUX
+$387K
5
DD icon
DuPont de Nemours
DD
+$370K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$167K 0.07%
8,916
-688
202
$167K 0.07%
2,130
-1
203
$164K 0.07%
1,220
+6
204
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2,787
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205
$163K 0.07%
1,270
-196
206
$162K 0.07%
2,290
-906
207
$161K 0.07%
2,316
+6
208
$161K 0.07%
585
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209
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210
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839
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211
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212
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213
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+2,549
214
$158K 0.07%
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215
$157K 0.07%
2,550
216
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217
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218
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219
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220
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221
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222
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223
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914
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224
$151K 0.07%
1,550
+143
225
$150K 0.07%
716
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9
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