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
351
$60K 0.03%
4,908
+500
352
$60K 0.03%
2,444
+106
353
$59K 0.03%
2,495
354
$59K 0.03%
415
355
$59K 0.03%
500
356
$59K 0.03%
927
357
$59K 0.03%
6,423
-3,800
358
$57K 0.03%
350
+187
359
$57K 0.03%
2,550
360
$56K 0.03%
+1,108
361
$56K 0.03%
1,139
362
$56K 0.03%
425
363
$54K 0.03%
490
364
$54K 0.03%
500
365
$53K 0.03%
150
366
$53K 0.03%
600
367
$52K 0.03%
251
368
$52K 0.03%
361
369
$51K 0.03%
365
370
$51K 0.03%
1,840
371
$49K 0.03%
3,078
-1,327
372
$49K 0.03%
638
-937
373
$49K 0.03%
539
374
$49K 0.03%
1,433
+41
375
$49K 0.03%
1,402
13 14
15
16 17