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
$191M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$527K
3
+$520K
4
ENB icon
Enbridge
ENB
+$434K
5
JNJ icon
Johnson & Johnson
JNJ
+$376K

Top Sells

1
+$699K
2
+$628K
3
+$475K
4
SE
Spectra Energy Corp Wi
SE
+$430K
5
BKNG icon
Booking.com
BKNG
+$385K

Sector Composition

1 Financials 16.45%
2 Technology 14.37%
3 Healthcare 12.46%
4 Communication Services 10.44%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.93%
15,218
+656
27
$1.66M 0.87%
9,555
+349
28
$1.59M 0.83%
28,416
-1,384
29
$1.58M 0.83%
10,090
-545
30
$1.52M 0.8%
810
-205
31
$1.48M 0.77%
11,915
+2,574
32
$1.46M 0.76%
49,564
+2,063
33
$1.44M 0.75%
26,101
+2,135
34
$1.4M 0.73%
9,168
-905
35
$1.37M 0.72%
14,985
+650
36
$1.37M 0.71%
12,165
+1,833
37
$1.35M 0.7%
31,052
+8,657
38
$1.34M 0.7%
39,824
+412
39
$1.31M 0.69%
11,495
+1,975
40
$1.31M 0.69%
9,702
-605
41
$1.26M 0.66%
10,446
-59
42
$1.25M 0.65%
27,594
-696
43
$1.24M 0.65%
7,606
+1,447
44
$1.21M 0.63%
20,187
+894
45
$1.19M 0.62%
9,841
+15
46
$1.18M 0.62%
15,710
-108
47
$1.09M 0.57%
23,048
+840
48
$1.08M 0.57%
2,697
+798
49
$1.06M 0.55%
4,310
-453
50
$1.05M 0.55%
17,613
+1,208
1
2
3 4 5