YWP
YorkBridge Wealth Partners Portfolio holdings
AUM
$394M
1-Year Return
15.56%
This Quarter Return
+0.63%
1 Year Return
-15.56%
3 Year Return
+36.55%
5 Year Return
+84.67%
10 Year Return
–
AUM
$397M
AUM Growth
+$14.4M
(+3.8%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
3.59%
Top 10 Holdings %
Top 10 Hldgs %
30.11%
Holding
266
New
20
Increased
154
Reduced
43
Closed
7
Top Buys
| 1 |
Airbnb
ABNB
|
$3.41M |
| 2 |
Amazon
AMZN
|
$2.51M |
| 3 |
ON24
ONTF
|
$668K |
| 4 |
Autodesk
ADSK
|
$617K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$453K |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.66M |
| 2 |
Accenture
ACN
|
$712K |
| 3 |
Citigroup
C
|
$702K |
| 4 |
Zoetis
ZTS
|
$521K |
| 5 |
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% |
