YWP
YorkBridge Wealth Partners Portfolio holdings
AUM
$394M
1-Year Return
15.56%
This Quarter Return
+3.45%
1 Year Return
-15.56%
3 Year Return
+36.55%
5 Year Return
+84.67%
10 Year Return
–
AUM
$188M
AUM Growth
-$2.81M
(-1.5%)
Cap. Flow
-$5.35M
Cap. Flow
% of AUM
-2.84%
Top 10 Holdings %
Top 10 Hldgs %
21.82%
Holding
947
New
56
Increased
193
Reduced
176
Closed
48
Top Buys
| 1 |
Tesla
TSLA
|
+$379K |
| 2 |
Hubbell
HUBB
|
+$225K |
| 3 |
W.R. Berkley
WRB
|
+$210K |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$188K |
| 5 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
+$152K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.68M |
| 2 |
TJX Companies
TJX
|
+$802K |
| 3 |
Verizon
VZ
|
+$498K |
| 4 |
AT&T
T
|
+$328K |
| 5 |
Pfizer
PFE
|
+$287K |
Sector Composition
| 1 | Financials | 17.5% |
| 2 | Technology | 14.62% |
| 3 | Healthcare | 13.2% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Communication Services | 9.71% |
