YWP
YorkBridge Wealth Partners Portfolio holdings
AUM
$394M
1-Year Return
15.56%
This Quarter Return
+7.13%
1 Year Return
-15.56%
3 Year Return
+36.55%
5 Year Return
+84.67%
10 Year Return
–
AUM
$207M
AUM Growth
+$14.4M
(+7.4%)
Cap. Flow
+$3.56M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
22.95%
Holding
970
New
60
Increased
230
Reduced
299
Closed
75
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
+$1.85M |
| 2 |
DuPont de Nemours
DD
|
+$1.6M |
| 3 |
Zoetis
ZTS
|
+$984K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$771K |
| 5 |
Boeing
BA
|
+$584K |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$807K |
| 2 |
Meta Platforms (Facebook)
META
|
+$693K |
| 3 |
GE Aerospace
GE
|
+$451K |
| 4 |
Johnson & Johnson
JNJ
|
+$370K |
| 5 |
Blackstone
BX
|
+$249K |
Sector Composition
| 1 | Financials | 17.73% |
| 2 | Technology | 15.57% |
| 3 | Healthcare | 11.27% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Communication Services | 9.75% |
