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
251
$111K 0.06%
5,000
-350
252
$111K 0.06%
1,542
+55
253
$110K 0.06%
2,895
+127
254
$110K 0.06%
2,159
+87
255
$109K 0.06%
4,100
256
$108K 0.06%
781
+37
257
$108K 0.06%
8,323
-2,443
258
$107K 0.06%
1,933
259
$106K 0.06%
2,032
+108
260
$106K 0.06%
3,793
+189
261
$106K 0.06%
2,031
-48
262
$106K 0.06%
1,552
+193
263
$104K 0.06%
3,823
-750
264
$104K 0.06%
1,454
+72
265
$104K 0.06%
4,362
+534
266
$103K 0.05%
764
+41
267
$102K 0.05%
1,097
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268
$101K 0.05%
3,972
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269
$101K 0.05%
2,838
+860
270
$101K 0.05%
1,171
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271
$100K 0.05%
2,450
+925
272
$100K 0.05%
688
+41
273
$99K 0.05%
1,118
+94
274
$98K 0.05%
800
275
$98K 0.05%
2,445
+248
9 10
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