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
476
$20K 0.01%
+750
477
$20K 0.01%
+540
478
$20K 0.01%
+750
479
$20K 0.01%
+266
480
$19K 0.01%
+1,170
481
$19K 0.01%
+1,500
482
$19K 0.01%
+600
483
$18K 0.01%
+1,020
484
$18K 0.01%
+508
485
$18K 0.01%
+111
486
$18K 0.01%
+750
487
$18K 0.01%
+528
488
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+145
489
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490
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491
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492
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493
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+1,000
494
$16K 0.01%
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495
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496
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497
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498
$16K 0.01%
+590
499
$16K 0.01%
+520
500
$16K 0.01%
+500
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