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 14.19%
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%
+100
727
$3K ﹤0.01%
+392
728
$3K ﹤0.01%
+34
729
$3K ﹤0.01%
+24
730
$3K ﹤0.01%
+112
731
$3K ﹤0.01%
+40
732
$3K ﹤0.01%
+115
733
$3K ﹤0.01%
+108
734
$3K ﹤0.01%
+118
735
$3K ﹤0.01%
+67
736
$3K ﹤0.01%
+79
737
$3K ﹤0.01%
+200
738
$3K ﹤0.01%
+25
739
$3K ﹤0.01%
+17
740
$2K ﹤0.01%
+93
741
$2K ﹤0.01%
+56
742
$2K ﹤0.01%
+80
743
$2K ﹤0.01%
+43
744
$2K ﹤0.01%
+42
745
$2K ﹤0.01%
+32
746
$2K ﹤0.01%
+341
747
$2K ﹤0.01%
+19
748
$2K ﹤0.01%
+25
749
$2K ﹤0.01%
+85
750
$2K ﹤0.01%
+360
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