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
276
$111K 0.05%
598
-177
277
$109K 0.05%
878
+27
278
$109K 0.05%
1,208
+14
279
$107K 0.05%
1,890
-149
280
$107K 0.05%
186
281
$107K 0.05%
554
+2
282
$106K 0.05%
964
-160
283
$105K 0.05%
1,324
+1,300
284
$104K 0.05%
256
285
$103K 0.05%
842
286
$102K 0.04%
706
-47
287
$102K 0.04%
6,957
288
$102K 0.04%
806
289
$102K 0.04%
1,400
290
$101K 0.04%
1,318
+10
291
$100K 0.04%
540
292
$100K 0.04%
+1,182
293
$99K 0.04%
1,508
294
$99K 0.04%
578
295
$99K 0.04%
628
296
$98K 0.04%
+1,043
297
$96K 0.04%
4,800
298
$95K 0.04%
2,376
299
$94K 0.04%
714
300
$94K 0.04%
952
10 11
12
13 14