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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$652K
2
+$530K
3
+$254K
4
LOW icon
Lowe's Companies
LOW
+$250K
5
GE icon
GE Aerospace
GE
+$221K

Top Sells

1
+$987K
2
+$786K
3
+$452K
4
V icon
Visa
V
+$352K
5
HD icon
Home Depot
HD
+$236K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$61K 0.03%
2,461
+17
352
$60K 0.03%
425
353
$60K 0.03%
3,853
+3,628
354
$59K 0.03%
500
355
$59K 0.03%
340
-25
356
$59K 0.03%
415
357
$59K 0.03%
1,250
-2,140
358
$59K 0.03%
927
359
$59K 0.03%
+3,000
360
$58K 0.03%
1,017
-122
361
$58K 0.03%
392
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362
$57K 0.03%
679
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363
$57K 0.03%
600
364
$56K 0.03%
+1,000
365
$56K 0.03%
3,993
-915
366
$56K 0.03%
500
367
$55K 0.03%
907
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368
$55K 0.03%
490
369
$55K 0.03%
48
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370
$54K 0.03%
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371
$54K 0.03%
1,000
372
$53K 0.03%
+2,500
373
$53K 0.03%
485
-46
374
$52K 0.03%
776
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375
$51K 0.03%
1,840
13 14
15
16 17