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
301
$88K 0.05%
1,040
302
$87K 0.05%
1,376
303
$86K 0.05%
1,399
304
$85K 0.05%
1,326
-155
305
$85K 0.05%
1,558
306
$83K 0.04%
2,365
+25
307
$83K 0.04%
1,412
308
$81K 0.04%
3,847
-122
309
$81K 0.04%
4,800
+150
310
$81K 0.04%
4,611
311
$80K 0.04%
+1,249
312
$79K 0.04%
2,220
-22,526
313
$78K 0.04%
1,978
314
$78K 0.04%
+3,000
315
$78K 0.04%
614
-1,169
316
$78K 0.04%
1,260
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317
$77K 0.04%
731
318
$76K 0.04%
+1,400
319
$75K 0.04%
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320
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900
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321
$74K 0.04%
400
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322
$74K 0.04%
838
323
$74K 0.04%
875
324
$72K 0.04%
3,486
-550
325
$72K 0.04%
300
11 12
13
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