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
$198M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1 +$808K
2 +$571K
3 +$522K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$516K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$431K

Top Sells

1 +$571K
2 +$411K
3 +$336K
4
ELV icon
Elevance Health
ELV
+$321K
5
FDX icon
FedEx
FDX
+$302K

Sector Composition

1 Financials 20.47%
2 Technology 17.84%
3 Healthcare 9.58%
4 Communication Services 9.52%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-2,823
777
-1,242