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
$456M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$3.72M
3
+$3.67M
4
NFLX icon
Netflix
NFLX
+$3.36M
5
PYPL icon
PayPal
PYPL
+$2.78M

Top Sells

1
+$3.45M
2
+$3.3M
3
+$1.35M
4
MSCI icon
MSCI
MSCI
+$1.35M
5
MA icon
Mastercard
MA
+$842K

Sector Composition

1 Technology 21.51%
2 Financials 15.61%
3 Healthcare 12.45%
4 Consumer Discretionary 9.03%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$352K 0.08%
4,047
-268
202
$351K 0.08%
5,782
-901
203
$350K 0.08%
1,995
-163
204
$348K 0.08%
11,092
-604
205
$348K 0.08%
1,560
206
$348K 0.08%
2,356
+70
207
$347K 0.08%
1,524
+298
208
$341K 0.07%
3,887
+1,397
209
$341K 0.07%
2,221
-221
210
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4,050
211
$339K 0.07%
105,062
+3,715
212
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213
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5,500
214
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4,189
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215
$333K 0.07%
596
216
$331K 0.07%
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217
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1,102
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218
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2,060
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219
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779
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220
$328K 0.07%
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221
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1,103
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222
$328K 0.07%
2,955
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223
$321K 0.07%
2,411
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224
$319K 0.07%
5,558
+2
225
$317K 0.07%
1,656
+1
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