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
1
$5.57M 3.29%
+303,159
2
$4.63M 2.74%
+165,808
3
$4.43M 2.62%
+20,010
4
$4.32M 2.55%
+110,640
5
$3.25M 1.92%
+28,523
6
$3.23M 1.91%
+26,822
7
$3.13M 1.85%
+35,902
8
$3.01M 1.78%
+19,975
9
$2.77M 1.63%
+70,960
10
$2.72M 1.61%
+20,671
11
$2.52M 1.49%
+17,409
12
$2.42M 1.43%
+80,321
13
$2.4M 1.42%
+39,667
14
$2.35M 1.39%
+29,287
15
$2.11M 1.24%
+55,340
16
$2.07M 1.22%
+19,580
17
$1.97M 1.16%
+34,284
18
$1.89M 1.11%
+37,226
19
$1.89M 1.11%
+35,816
20
$1.85M 1.09%
+19,044
21
$1.8M 1.07%
+21,610
22
$1.79M 1.06%
+11,300
23
$1.7M 1%
+29,800
24
$1.67M 0.99%
+21,181
25
$1.57M 0.93%
+10,073