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
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.63M
3
+$4.43M
4
AMZN icon
Amazon
AMZN
+$4.32M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.16%
2 Technology 14.2%
3 Healthcare 12.07%
4 Consumer Discretionary 10.6%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$924K 0.55%
+50,100
52
$916K 0.54%
+4,763
53
$903K 0.53%
+12,398
54
$896K 0.53%
+6,159
55
$856K 0.51%
+2,804
56
$834K 0.49%
+5,614
57
$810K 0.48%
+30,510
58
$797K 0.47%
+9,949
59
$792K 0.47%
+44,820
60
$789K 0.47%
+6,809
61
$774K 0.46%
+9,524
62
$769K 0.45%
+26,792
63
$756K 0.45%
+1,899
64
$736K 0.43%
+7,101
65
$709K 0.42%
+9,521
66
$700K 0.41%
+9,500
67
$699K 0.41%
+17,946
68
$685K 0.4%
+7,993
69
$676K 0.4%
+5,812
70
$674K 0.4%
+5,319
71
$660K 0.39%
+13,407
72
$656K 0.39%
+8,686
73
$652K 0.38%
+6,993
74
$648K 0.38%
+5,920
75
$628K 0.37%
+3,217
1 2
3
4 5