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
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$634K
3
+$375K
4
T icon
AT&T
T
+$331K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$292K

Top Sells

1
+$2.97M
2
+$549K
3
+$267K
4
SHPG
Shire pic
SHPG
+$213K
5
DIS icon
Walt Disney
DIS
+$195K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$56K 0.02%
1,165
352
$56K 0.02%
190
353
$56K 0.02%
1,149
-123
354
$56K 0.02%
901
+8
355
$56K 0.02%
1,843
+9
356
$55K 0.02%
818
-26
357
$54K 0.02%
231
358
$54K 0.02%
490
359
$54K 0.02%
916
+11
360
$53K 0.02%
1,360
361
$52K 0.02%
1,484
362
$51K 0.02%
807
363
$51K 0.02%
867
364
$50K 0.02%
907
365
$49K 0.02%
1,365
366
$49K 0.02%
1,402
367
$47K 0.02%
270
368
$47K 0.02%
251
369
$47K 0.02%
2,970
370
$46K 0.02%
298
+15
371
$46K 0.02%
2,658
372
$46K 0.02%
800
-200
373
$45K 0.02%
2,715
374
$45K 0.02%
1,400
375
$45K 0.02%
432
13 14
15
16 17