YWP
YorkBridge Wealth Partners Portfolio holdings
AUM
$394M
1-Year Est. Return
15.56%
1 Year Est. Return
-15.56%
AUM
$388M
AUM Growth
+$5.33M
(+1.4%)
Holding
296
Top Buys
| 1 | +$11.4M | |
| 2 | +$11.1M | |
| 3 | +$2.63M | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$1.79M |
| 5 |
Netflix
NFLX
|
+$1.61M |
Top Sells
| 1 | +$5.46M | |
| 2 | +$2.01M | |
| 3 | +$1.87M | |
| 4 |
Intuitive Surgical
ISRG
|
+$1.73M |
| 5 |
Ecolab
ECL
|
+$452K |
Sector Composition
| 1 | Technology | 19.39% |
| 2 | Financials | 14.06% |
| 3 | Healthcare | 11.66% |
| 4 | Consumer Discretionary | 8.39% |
| 5 | Communication Services | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Dominion Energy
D
$52.4B
| – | – |
-2,722
|
|
||
277
Diageo
DEO
$54.7B
| – | – |
-1,740
|
|
||
278
Dow Inc
DOW
$15.4B
| – | – |
-4,043
|
|
||
279
iShares Select Dividend ETF
DVY
$20.7B
| – | – |
-1,842
|
|
||
|
280
Ecolab
ECL
$79.2B
| – | – |
-2,938
|
|
||
281
iShares MSCI EAFE ETF
EFA
$68.7B
| – | – |
-3,214
|
|
||
282
Etsy
ETSY
$7.08B
| – | – |
-3,450
|
|
||
283
HP
HPQ
$26.1B
| – | – |
-6,875
|
|
||
284
Humana
HUM
$33.8B
| – | – |
-431
|
|
||
285
International Flavors & Fragrances
IFF
$16.6B
| – | – |
-3,336
|
|
||
286
International Paper
IP
$25.1B
| – | – |
-4,982
|
|
||
|
287
Intuitive Surgical
ISRG
$165B
| – | – |
-8,606
|
|
||
288
iShares Core S&P 500 ETF
IVV
$667B
| – | – |
-640
|
|
||
289
Lithia Motors
LAD
$8.08B
| – | – |
-935
|
|
||
290
LivaNova
LIVN
$2.94B
| – | – |
-4,097
|
|
||
291
Moody's
MCO
$85.2B
| – | – |
-783
|
|
||
292
Vanguard Mid-Cap Value ETF
VOE
$19B
| – | – |
-1,556
|
|
||
293
Technology Select Sector SPDR Fund
XLK
$95B
| – | – |
-1,942
|
|
||
|
SLHG
294
DELISTED
Skylight Health Group Inc Common Shares
SLHG
| – | – |
-10,000
|
|