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
376
$49K 0.03%
1,591
+56
377
$49K 0.03%
1,484
378
$49K 0.03%
1,721
+357
379
$48K 0.03%
2,970
380
$48K 0.03%
1,200
381
$48K 0.03%
1,000
382
$46K 0.02%
2,546
-648
383
$46K 0.02%
1,307
384
$46K 0.02%
500
385
$46K 0.02%
531
386
$44K 0.02%
367
-55
387
$44K 0.02%
716
-616
388
$43K 0.02%
1,165
389
$42K 0.02%
859
390
$42K 0.02%
1,215
391
$41K 0.02%
2,593
+86
392
$41K 0.02%
494
393
$41K 0.02%
677
394
$41K 0.02%
1,579
395
$41K 0.02%
1,539
-186
396
$40K 0.02%
500
397
$40K 0.02%
922
398
$40K 0.02%
1,840
-197
399
$39K 0.02%
600
400
$39K 0.02%
11,200
14 15
16
17 18