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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$540K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$249K
5
ECOL
US Ecology, Inc.
ECOL
+$215K

Top Sells

1
+$958K
2
+$779K
3
+$467K
4
V icon
Visa
V
+$365K
5
HD icon
Home Depot
HD
+$252K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.56M 3.4%
170,232
-3,848
2
$6.2M 3.21%
313,284
3
$5.78M 3%
120,280
+5,180
4
$4.29M 2.22%
32,966
+936
5
$3.72M 1.93%
21,767
-993
6
$3.68M 1.91%
49,446
+8,929
7
$3.08M 1.6%
18,812
-1,539
8
$3.06M 1.59%
21,708
+1,351
9
$3.05M 1.58%
63,660
-1,160
10
$3.05M 1.58%
62,640
-4,320
11
$3.01M 1.56%
17,176
-949
12
$2.92M 1.51%
27,707
-3,467
13
$2.87M 1.49%
84,635
-3,266
14
$2.6M 1.35%
22,410
+1,827
15
$2.4M 1.25%
29,287
-5,694
16
$2.27M 1.18%
23,779
-130
17
$2.23M 1.16%
24,486
+866
18
$2.07M 1.07%
18,927
-1,273
19
$2.06M 1.07%
37,419
+1,053
20
$2.04M 1.06%
11,109
21
$1.96M 1.02%
10,790
+1,005
22
$1.81M 0.94%
19,877
-738
23
$1.81M 0.94%
9,263
-216
24
$1.78M 0.92%
27,948
+121
25
$1.76M 0.92%
12,102
-296
1
2 3 4 5