YWP
YorkBridge Wealth Partners Portfolio holdings
AUM
$394M
1-Year Return
15.56%
This Quarter Return
+9.68%
1 Year Return
-15.56%
3 Year Return
+36.55%
5 Year Return
+84.67%
10 Year Return
–
AUM
$446M
AUM Growth
+$48.7M
(+12%)
Cap. Flow
+$15.3M
Cap. Flow
% of AUM
3.43%
Top 10 Holdings %
Top 10 Hldgs %
31.06%
Holding
288
New
29
Increased
116
Reduced
82
Closed
8
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.59M |
| 2 |
Amazon
AMZN
|
$2.1M |
| 3 |
Mastercard
MA
|
$1.08M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$723K |
| 5 |
DocuSign
DOCU
|
$702K |
Top Sells
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$2.11M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$1.77M |
| 3 |
Apple
AAPL
|
$1.45M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.39M |
| 5 |
ON24
ONTF
|
$668K |
Sector Composition
| 1 | Technology | 22.64% |
| 2 | Financials | 15.4% |
| 3 | Healthcare | 13.79% |
| 4 | Communication Services | 9.73% |
| 5 | Consumer Discretionary | 9.63% |
