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
$191M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$527K
3 +$520K
4
ENB icon
Enbridge
ENB
+$434K
5
JNJ icon
Johnson & Johnson
JNJ
+$376K

Top Sells

1 +$699K
2 +$628K
3 +$475K
4
SE
Spectra Energy Corp Wi
SE
+$430K
5
BKNG icon
Booking.com
BKNG
+$385K

Sector Composition

1 Financials 16.45%
2 Technology 14.37%
3 Healthcare 12.46%
4 Communication Services 10.44%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$85K 0.04%
+1,024
302
$84K 0.04%
2,389
+2,149
303
$84K 0.04%
1,399
+344
304
$84K 0.04%
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305
$84K 0.04%
4,611
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306
$83K 0.04%
4,036
307
$83K 0.04%
1,609
-365
308
$83K 0.04%
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309
$83K 0.04%
1,577
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310
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3,392
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311
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2,340
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312
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313
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314
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316
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317
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319
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320
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838
321
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323
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324
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875
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325
$72K 0.04%
1,279
+784