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
826
$1K ﹤0.01%
+35
827
$1K ﹤0.01%
+267
828
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+41
829
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+16
830
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+35
831
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+198
832
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+12
833
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+30
834
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+108
835
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+121
836
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+61
837
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838
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839
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+6
840
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841
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+100
842
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+31
843
$1K ﹤0.01%
+78
844
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+50
845
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+39
846
$1K ﹤0.01%
+11
847
$1K ﹤0.01%
+45
848
$1K ﹤0.01%
+30
849
$1K ﹤0.01%
+16
850
$1K ﹤0.01%
+37
32 33
34
35 36