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
851
$1K ﹤0.01%
+18
852
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+19
853
– –
0
854
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856
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857
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858
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+25
859
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+37
860
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+34
861
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+24
862
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+38
863
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864
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+9
865
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+150
866
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867
$1K ﹤0.01%
+108
868
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+8
869
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+44
870
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+100
871
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+50
872
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+31
873
$1K ﹤0.01%
+80
874
$1K ﹤0.01%
+37
875
$1K ﹤0.01%
+45
33 34
35
36 37