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
$188M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$225K
3
+$210K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$188K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$152K

Top Sells

1
+$3.68M
2
+$802K
3
+$498K
4
T icon
AT&T
T
+$328K
5
PFE icon
Pfizer
PFE
+$287K

Sector Composition

1 Financials 17.5%
2 Technology 14.62%
3 Healthcare 13.2%
4 Consumer Discretionary 10.33%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$126K 0.07%
2,124
+44
227
$126K 0.07%
3,258
228
$124K 0.07%
1,390
229
$124K 0.07%
206
+3
230
$123K 0.07%
2,723
+165
231
$123K 0.07%
1,562
232
$122K 0.06%
2,402
233
$119K 0.06%
586
+58
234
$119K 0.06%
648
+28
235
$118K 0.06%
2,780
-162
236
$118K 0.06%
3,000
237
$118K 0.06%
814
-81
238
$118K 0.06%
3,936
-125
239
$118K 0.06%
1,971
+97
240
$117K 0.06%
6,400
241
$117K 0.06%
986
242
$117K 0.06%
2,727
+338
243
$116K 0.06%
705
+317
244
$115K 0.06%
1,390
+41
245
$115K 0.06%
2,120
+99
246
$115K 0.06%
1,476
+69
247
$114K 0.06%
5,655
248
$113K 0.06%
6,457
+200
249
$112K 0.06%
1,088
+45
250
$111K 0.06%
12,381
+470
8 9
10
11 12