YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.7M
3
+$4.37M
4
AMZN icon
Amazon
AMZN
+$4.34M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.29M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.16%
2 Technology 14.19%
3 Healthcare 12.07%
4 Consumer Discretionary 10.6%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$71K 0.04%
+927
302
$69K 0.04%
+1,527
303
$69K 0.04%
+878
304
$69K 0.04%
+4,340
305
$69K 0.04%
+635
306
$69K 0.04%
+577
307
$69K 0.04%
+2,620
308
$68K 0.04%
+4,399
309
$67K 0.04%
+1,143
310
$67K 0.04%
+63
311
$67K 0.04%
+724
312
$66K 0.04%
+413
313
$66K 0.04%
+2,700
314
$66K 0.04%
+294
315
$66K 0.04%
+791
316
$66K 0.04%
+2,494
317
$66K 0.04%
+1,045
318
$66K 0.04%
+1,325
319
$65K 0.04%
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320
$65K 0.04%
+2,067
321
$65K 0.04%
+2,675
322
$65K 0.04%
+1,682
323
$65K 0.04%
+1,089
324
$65K 0.04%
+1,103
325
$64K 0.04%
+5,815
11 12
13
14 15