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
$382M
AUM Growth
-$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.35M
3
+$1.35M
4
VUG icon
Vanguard Growth ETF
VUG
+$999K
5
ADBE icon
Adobe
ADBE
+$916K

Top Sells

1
+$1.65M
2
+$817K
3
+$803K
4
UNH icon
UnitedHealth
UNH
+$668K
5
MSCI icon
MSCI
MSCI
+$592K

Sector Composition

1 Technology 20.29%
2 Financials 15.92%
3 Healthcare 12.92%
4 Communication Services 7.76%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$92K 0.02%
10,369
277
$86K 0.02%
11,961
-214
278
$5K ﹤0.01%
10,000
279
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-5,548
280
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-2,773
281
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-5,809
282
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-5,500
283
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-3,590
284
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-38,562
285
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-1,177
286
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-4,575
287
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288
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289
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290
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-7,800
291
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292
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293
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298
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