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
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.63M
3
+$4.43M
4
AMZN icon
Amazon
AMZN
+$4.32M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.25M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.91%
+1,015
27
$1.53M 0.9%
+14,562
28
$1.51M 0.89%
+43,712
29
$1.41M 0.83%
+47,501
30
$1.41M 0.83%
+9,206
31
$1.3M 0.77%
+32,714
32
$1.25M 0.74%
+10,635
33
$1.24M 0.73%
+23,966
34
$1.22M 0.72%
+14,335
35
$1.2M 0.71%
+39,412
36
$1.19M 0.7%
+10,505
37
$1.19M 0.7%
+9,826
38
$1.16M 0.69%
+32,842
39
$1.15M 0.68%
+19,293
40
$1.14M 0.67%
+28,290
41
$1.13M 0.67%
+9,341
42
$1.08M 0.64%
+15,818
43
$1.08M 0.64%
+10,307
44
$1.06M 0.62%
+10,332
45
$1.01M 0.6%
+42,930
46
$995K 0.59%
+22,208
47
$979K 0.58%
+13,793
48
$941K 0.56%
+9,520
49
$931K 0.55%
+16,405
50
$930K 0.55%
+22,395
1
2
3 4 5