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
576
$11K 0.01%
+86
577
$11K 0.01%
+557
578
$11K 0.01%
+183
579
$10K 0.01%
+94
580
$10K 0.01%
+461
581
$10K 0.01%
+281
582
$10K 0.01%
+425
583
$10K 0.01%
+600
584
$10K 0.01%
+200
585
$10K 0.01%
+100
586
$10K 0.01%
+158
587
$10K 0.01%
+63
588
$10K 0.01%
+250
589
$10K 0.01%
+230
590
$10K 0.01%
+338
591
$10K 0.01%
+63
592
$10K 0.01%
+193
593
$10K 0.01%
+430
594
$10K 0.01%
+437
595
$10K 0.01%
+641
596
$10K 0.01%
+390
597
$10K 0.01%
+298
598
$10K 0.01%
+80
599
$10K 0.01%
+14
600
$10K 0.01%
+133
22 23
24
25 26