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
101
$376K 0.22%
+8,128
102
$372K 0.22%
+8,516
103
$369K 0.22%
+3,839
104
$360K 0.21%
+3,296
105
$355K 0.21%
+4,047
106
$348K 0.21%
+8,040
107
$344K 0.2%
+2,090
108
$340K 0.2%
+4,591
109
$334K 0.2%
+5,019
110
$334K 0.2%
+4,801
111
$324K 0.19%
+10,935
112
$322K 0.19%
+4,994
113
$317K 0.19%
+4,050
114
$313K 0.18%
+63,092
115
$311K 0.18%
+3,481
116
$302K 0.18%
+1,214
117
$296K 0.17%
+1,615
118
$292K 0.17%
+11,095
119
$291K 0.17%
+4,807
120
$283K 0.17%
+5,730
121
$278K 0.16%
+3,742
122
$278K 0.16%
+4,917
123
$277K 0.16%
+2,449
124
$273K 0.16%
+3,190
125
$272K 0.16%
+4,358
3 4
5
6 7