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
726
$3K ﹤0.01%
+120
727
$3K ﹤0.01%
+66
728
$3K ﹤0.01%
+90
729
$3K ﹤0.01%
+29
730
$3K ﹤0.01%
+200
731
$3K ﹤0.01%
+124
732
$3K ﹤0.01%
+100
733
$3K ﹤0.01%
+392
734
$3K ﹤0.01%
+34
735
$3K ﹤0.01%
+24
736
$3K ﹤0.01%
+112
737
$3K ﹤0.01%
+40
738
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+115
739
$3K ﹤0.01%
+67
740
$2K ﹤0.01%
+150
741
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+29
742
$2K ﹤0.01%
+55
743
$2K ﹤0.01%
+37
744
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+28
745
$2K ﹤0.01%
+45
746
$2K ﹤0.01%
+100
747
$2K ﹤0.01%
+93
748
$2K ﹤0.01%
+56
749
$2K ﹤0.01%
+80
750
$2K ﹤0.01%
+43
28 29
30
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