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
$383M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.27M
3
+$716K
4
CSCO icon
Cisco
CSCO
+$368K
5
AZTA icon
Azenta
AZTA
+$300K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$721K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$520K
5
NVDA icon
NVIDIA
NVDA
+$512K

Sector Composition

1 Technology 22.54%
2 Financials 17.24%
3 Healthcare 13.53%
4 Communication Services 10.52%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$310K 0.08%
853
+57
202
$309K 0.08%
5,100
203
$306K 0.08%
3,088
+44
204
$305K 0.08%
3,577
+107
205
$304K 0.08%
5,155
+38
206
$301K 0.08%
1,893
+100
207
$300K 0.08%
+3,153
208
$297K 0.08%
3,052
+148
209
$294K 0.08%
+1,717
210
$294K 0.08%
3,684
-2,482
211
$288K 0.08%
1,626
+29
212
$288K 0.08%
1,949
213
$288K 0.08%
1,845
214
$287K 0.07%
1,287
+81
215
$287K 0.07%
2,091
+170
216
$284K 0.07%
783
217
$283K 0.07%
5,093
218
$276K 0.07%
4,528
+500
219
$271K 0.07%
1,194
+60
220
$270K 0.07%
3,375
221
$267K 0.07%
1,229
222
$265K 0.07%
2,030
-74
223
$259K 0.07%
1,092
224
$257K 0.07%
+3,736
225
$257K 0.07%
15,000
7 8
9
10 11