YWP
YorkBridge Wealth Partners Portfolio holdings
AUM
$394M
1-Year Return
15.56%
This Quarter Return
+5.2%
1 Year Return
-15.56%
3 Year Return
+36.55%
5 Year Return
+84.67%
10 Year Return
–
AUM
$228M
AUM Growth
+$10.8M
(+5%)
Cap. Flow
+$3.65M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
24.32%
Holding
915
New
49
Increased
212
Reduced
120
Closed
42
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$758K |
| 2 |
Microsoft
MSFT
|
$634K |
| 3 |
Shopify
SHOP
|
$375K |
| 4 |
AT&T
T
|
$331K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$292K |
Top Sells
| 1 |
FBMS
The First Bancshares, Inc.
FBMS
|
$2.97M |
| 2 |
TWX
Time Warner Inc
TWX
|
$549K |
| 3 |
Blackstone
BX
|
$267K |
| 4 |
SHPG
Shire pic
SHPG
|
$213K |
| 5 |
Walt Disney
DIS
|
$195K |
Sector Composition
| 1 | Technology | 17.64% |
| 2 | Financials | 16.59% |
| 3 | Consumer Discretionary | 11.44% |
| 4 | Healthcare | 11.06% |
| 5 | Communication Services | 10.08% |
