YWP
YorkBridge Wealth Partners Portfolio holdings
AUM
$394M
1-Year Return
15.56%
This Quarter Return
+2.79%
1 Year Return
-15.56%
3 Year Return
+36.55%
5 Year Return
+84.67%
10 Year Return
–
AUM
$169M
AUM Growth
–
Cap. Flow
+$169M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
21.88%
Holding
910
New
906
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
W.R. Berkley
WRB
|
+$5.57M |
| 2 |
Apple
AAPL
|
+$4.63M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43M |
| 4 |
Amazon
AMZN
|
+$4.32M |
| 5 |
Johnson & Johnson
JNJ
|
+$3.26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Technology | 14.2% |
| 3 | Healthcare | 12.07% |
| 4 | Consumer Discretionary | 10.6% |
| 5 | Communication Services | 10.56% |
