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
$382M
AUM Growth
-$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.24M
3
+$1.14M
4
VUG icon
Vanguard Growth ETF
VUG
+$904K
5
ADBE icon
Adobe
ADBE
+$824K

Top Sells

1
+$1.58M
2
+$812K
3
+$803K
4
UNH icon
UnitedHealth
UNH
+$684K
5
MSCI icon
MSCI
MSCI
+$592K

Sector Composition

1 Technology 20.29%
2 Financials 15.92%
3 Healthcare 12.92%
4 Communication Services 7.76%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$294K 0.08%
3,684
-161
202
$293K 0.08%
3,182
-9
203
$290K 0.08%
4,026
+336
204
$288K 0.08%
953
+4
205
$285K 0.07%
1,636
-41
206
$282K 0.07%
9,717
207
$279K 0.07%
6,458
-245
208
$278K 0.07%
+8,075
209
$277K 0.07%
+4,751
210
$276K 0.07%
4,150
+3
211
$276K 0.07%
786
+7
212
$275K 0.07%
3,508
+24
213
$275K 0.07%
3,068
+113
214
$269K 0.07%
1,427
-97
215
$268K 0.07%
5,872
+90
216
$267K 0.07%
1,266
+163
217
$267K 0.07%
1,421
+173
218
$266K 0.07%
4,112
+65
219
$266K 0.07%
3,528
220
$266K 0.07%
1,515
-45
221
$265K 0.07%
1,347
+269
222
$264K 0.07%
58,356
-4,064
223
$263K 0.07%
4,254
-33
224
$258K 0.07%
2,032
225
$258K 0.07%
2,565
7 8
9
10 11