YWP
YorkBridge Wealth Partners Portfolio holdings
AUM
$394M
1-Year Return
15.56%
This Quarter Return
+13.76%
1 Year Return
-15.56%
3 Year Return
+36.55%
5 Year Return
+84.67%
10 Year Return
–
AUM
$217M
AUM Growth
+$28M
(+15%)
Cap. Flow
+$3.36M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
24.99%
Holding
800
New
36
Increased
177
Reduced
233
Closed
27
Top Buys
| 1 |
PayPal
PYPL
|
$1.3M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$578K |
| 3 |
OGCP
Empire State Realty Series 60
OGCP
|
$508K |
| 4 |
Accenture
ACN
|
$461K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$408K |
Top Sells
| 1 |
American Express
AXP
|
$602K |
| 2 |
NVIDIA
NVDA
|
$533K |
| 3 |
AutoZone
AZO
|
$462K |
| 4 |
Automatic Data Processing
ADP
|
$261K |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$261K |
Sector Composition
| 1 | Technology | 17.47% |
| 2 | Financials | 17.05% |
| 3 | Healthcare | 11.35% |
| 4 | Consumer Discretionary | 10% |
| 5 | Communication Services | 8.53% |
