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
276
$97K 0.05%
1,076
+67
277
$97K 0.05%
4,112
-211
278
$97K 0.05%
1,031
+69
279
$97K 0.05%
1,498
-43
280
$97K 0.05%
+750
281
$96K 0.05%
754
+46
282
$95K 0.05%
+3,009
283
$94K 0.05%
2,862
284
$94K 0.05%
566
+38
285
$94K 0.05%
775
+47
286
$94K 0.05%
1,268
287
$93K 0.05%
586
+43
288
$92K 0.05%
867
+68
289
$92K 0.05%
515
290
$92K 0.05%
891
+94
291
$92K 0.05%
1,259
-298
292
$91K 0.05%
2,011
293
$91K 0.05%
1,905
-181
294
$91K 0.05%
759
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295
$90K 0.05%
2,292
+1,868
296
$90K 0.05%
369
297
$89K 0.05%
1,759
+399
298
$89K 0.05%
886
+403
299
$89K 0.05%
1,134
300
$89K 0.05%
1,616
+39
10 11
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