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
$338M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.65M
3
+$2.58M
4
PM icon
Philip Morris
PM
+$2.53M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Top Sells

1
+$9.95M
2
+$2.96M
3
+$2.83M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.08M
5
ALGN icon
Align Technology
ALGN
+$828K

Sector Composition

1 Technology 23.06%
2 Healthcare 14.07%
3 Financials 13.14%
4 Communication Services 10.92%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$294K 0.09%
851
+268
202
$294K 0.09%
+596
203
$292K 0.09%
+3,044
204
$287K 0.08%
+1,845
205
$285K 0.08%
1,229
-33
206
$285K 0.08%
1,471
+495
207
$283K 0.08%
+1,884
208
$283K 0.08%
1,793
+343
209
$282K 0.08%
+3,646
210
$282K 0.08%
+2,904
211
$282K 0.08%
1,597
+497
212
$279K 0.08%
+3,470
213
$279K 0.08%
10,288
+3,364
214
$267K 0.08%
5,729
-427
215
$259K 0.08%
4,043
216
$259K 0.08%
1,949
-162
217
$255K 0.08%
93,016
+36,412
218
$253K 0.07%
1,921
+200
219
$252K 0.07%
1,134
-60
220
$249K 0.07%
3,375
221
$249K 0.07%
1,206
-107
222
$247K 0.07%
4,028
223
$242K 0.07%
2,104
-42
224
$239K 0.07%
+1,092
225
$234K 0.07%
783
6 7 8
9
10