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
$397M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.51M
3
+$668K
4
ADSK icon
Autodesk
ADSK
+$617K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$453K

Top Sells

1
+$2.66M
2
+$712K
3
+$702K
4
ZTS icon
Zoetis
ZTS
+$521K
5
ADBE icon
Adobe
ADBE
+$519K

Sector Composition

1 Technology 22.41%
2 Financials 16.66%
3 Healthcare 13.23%
4 Communication Services 10.79%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$340K 0.09%
2,061
+182
202
$339K 0.09%
4,641
+312
203
$334K 0.08%
1,616
+172
204
$328K 0.08%
1,893
205
$328K 0.08%
5,500
+400
206
$327K 0.08%
32,211
207
$324K 0.08%
1,143
+104
208
$322K 0.08%
12,676
+1,008
209
$319K 0.08%
5,743
+588
210
$318K 0.08%
4,674
-102
211
$317K 0.08%
+2,080
212
$309K 0.08%
1,194
213
$299K 0.08%
5,093
214
$298K 0.08%
5,635
-5,473
215
$294K 0.07%
1,040
-8
216
$293K 0.07%
1,319
+32
217
$291K 0.07%
1,949
218
$291K 0.07%
3,647
+18
219
$289K 0.07%
9,717
220
$283K 0.07%
+2,082
221
$282K 0.07%
2,086
-5
222
$279K 0.07%
100,910
+7,481
223
$278K 0.07%
783
224
$277K 0.07%
4,479
+743
225
$271K 0.07%
4,528
7 8
9
10 11