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 14.2%
3 Healthcare 12.07%
4 Consumer Discretionary 10.6%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
+95
827
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+9
828
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+150
829
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+27
830
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831
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+22
832
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+751
833
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+33
834
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+47
835
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+65
836
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837
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838
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839
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842
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843
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844
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+41
845
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+16
846
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+35
847
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+198
848
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+12
849
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+30
850
$1K ﹤0.01%
+108
32 33
34
35 36