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
776
$2K ﹤0.01%
+360
777
$2K ﹤0.01%
+33
778
$2K ﹤0.01%
+110
779
$2K ﹤0.01%
+120
780
$2K ﹤0.01%
+62
781
$2K ﹤0.01%
+100
782
$2K ﹤0.01%
+48
783
$2K ﹤0.01%
+84
784
$2K ﹤0.01%
+35
785
$2K ﹤0.01%
+44
786
$2K ﹤0.01%
+32
787
$2K ﹤0.01%
+341
788
$2K ﹤0.01%
+19
789
$2K ﹤0.01%
+75
790
$2K ﹤0.01%
+63
791
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+25
792
$2K ﹤0.01%
+22
793
$2K ﹤0.01%
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794
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+33
795
$2K ﹤0.01%
+279
796
$2K ﹤0.01%
+90
797
$2K ﹤0.01%
+36
798
$2K ﹤0.01%
+11
799
$2K ﹤0.01%
+50
800
$2K ﹤0.01%
+100
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