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
901
$0 ﹤0.01%
+337
902
$0 ﹤0.01%
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903
$0 ﹤0.01%
+1
904
$0 ﹤0.01%
+2
905
$0 ﹤0.01%
+1
906
$0 ﹤0.01%
+4
907
$0 ﹤0.01%
+34
908
$0 ﹤0.01%
+42
909
$0 ﹤0.01%
+3
910
$0 ﹤0.01%
+10