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
426
$27K 0.02%
+2,297
427
$27K 0.02%
+4,470
428
$27K 0.02%
+580
429
$27K 0.02%
+282
430
$27K 0.02%
+1,600
431
$27K 0.02%
+1,500
432
$27K 0.02%
+686
433
$26K 0.02%
+440
434
$26K 0.02%
+610
435
$26K 0.02%
+450
436
$26K 0.02%
+315
437
$26K 0.02%
+11,200
438
$26K 0.02%
+435
439
$26K 0.02%
+200
440
$25K 0.01%
+500
441
$25K 0.01%
+550
442
$25K 0.01%
+180
443
$25K 0.01%
+623
444
$25K 0.01%
+248
445
$25K 0.01%
+1,655
446
$25K 0.01%
+200
447
$25K 0.01%
+695
448
$24K 0.01%
+461
449
$24K 0.01%
+317
450
$24K 0.01%
+50
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