YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
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
+$623K
3
+$364K
4
T icon
AT&T
T
+$343K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$283K

Top Sells

1
+$2.78M
2
+$549K
3
+$264K
4
SHPG
Shire pic
SHPG
+$206K
5
DIS icon
Walt Disney
DIS
+$190K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$127K 0.06%
2,226
+58
252
$126K 0.06%
1,305
+47
253
$126K 0.06%
842
-44
254
$125K 0.05%
3,471
-82,531
255
$123K 0.05%
2,091
256
$123K 0.05%
+714
257
$123K 0.05%
1,741
258
$122K 0.05%
3,369
-2,003
259
$122K 0.05%
4,297
260
$120K 0.05%
4,151
+130
261
$120K 0.05%
+1,782
262
$119K 0.05%
580
263
$118K 0.05%
2,652
+314
264
$118K 0.05%
383
265
$118K 0.05%
2,622
-504
266
$117K 0.05%
1,186
+33
267
$116K 0.05%
1,137
+43
268
$116K 0.05%
1,507
+878
269
$115K 0.05%
1,049
270
$115K 0.05%
1,654
-2,203
271
$114K 0.05%
1,469
+53
272
$114K 0.05%
1,463
-248
273
$113K 0.05%
1,923
+70
274
$112K 0.05%
2,354
-44
275
$111K 0.05%
2,000
9 10
11
12 13