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
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$634K
3
+$375K
4
T icon
AT&T
T
+$331K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$292K

Top Sells

1
+$2.97M
2
+$549K
3
+$267K
4
SHPG
Shire pic
SHPG
+$213K
5
DIS icon
Walt Disney
DIS
+$195K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$143K 0.06%
2,750
+88
227
$143K 0.06%
1,724
228
$141K 0.06%
1,515
229
$140K 0.06%
921
+8
230
$139K 0.06%
6,400
231
$139K 0.06%
1,865
232
$138K 0.06%
4,000
233
$138K 0.06%
1,439
+49
234
$137K 0.06%
1,606
+46
235
$137K 0.06%
2,433
236
$136K 0.06%
800
237
$136K 0.06%
2,748
+84
238
$136K 0.06%
2,276
+84
239
$134K 0.06%
671
+22
240
$134K 0.06%
953
+1
241
$133K 0.06%
601
+20
242
$131K 0.06%
3,724
243
$131K 0.06%
2,468
+103
244
$131K 0.06%
3,587
+736
245
$130K 0.06%
2,212
+76
246
$130K 0.06%
224
+10
247
$129K 0.06%
1,193
+46
248
$128K 0.06%
825
249
$127K 0.06%
2,226
+58
250
$127K 0.06%
556
+542
8 9
10
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