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
451
$24K 0.01%
+500
452
$24K 0.01%
+236
453
$24K 0.01%
+354
454
$24K 0.01%
+461
455
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+728
456
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+400
457
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458
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459
$23K 0.01%
+500
460
$22K 0.01%
+293
461
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+201
462
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+163
463
$22K 0.01%
+200
464
$22K 0.01%
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465
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+1,234
466
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467
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+393
468
$21K 0.01%
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469
$21K 0.01%
+377
470
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471
$21K 0.01%
+1,721
472
$21K 0.01%
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473
$20K 0.01%
+335
474
$20K 0.01%
+500
475
$20K 0.01%
+672
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