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
76
$625K 0.37%
+5,677
77
$615K 0.36%
+5,537
78
$606K 0.36%
+3,993
79
$592K 0.35%
+5,517
80
$585K 0.35%
+4,852
81
$582K 0.34%
+24,474
82
$570K 0.34%
+5,805
83
$519K 0.31%
+1,388
84
$515K 0.3%
+9,821
85
$504K 0.3%
+10,192
86
$480K 0.28%
+58,450
87
$470K 0.28%
+4,663
88
$459K 0.27%
+19,341
89
$453K 0.27%
+495
90
$430K 0.25%
+10,302
91
$421K 0.25%
+3,407
92
$421K 0.25%
+5,255
93
$419K 0.25%
+525
94
$412K 0.24%
+7,645
95
$409K 0.24%
+5,840
96
$401K 0.24%
+12,530
97
$380K 0.22%
+7,681
98
$378K 0.22%
+5,532
99
$377K 0.22%
+18,075
100
$377K 0.22%
+12,532
2 3
4
5 6