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
376
$51K 0.03%
1,402
377
$49K 0.03%
1,591
378
$49K 0.03%
1,484
379
$47K 0.02%
2,970
380
$47K 0.02%
555
+226
381
$47K 0.02%
776
+156
382
$47K 0.02%
1,797
+76
383
$46K 0.02%
500
384
$46K 0.02%
2,593
385
$46K 0.02%
638
386
$46K 0.02%
1,307
387
$46K 0.02%
313
+50
388
$45K 0.02%
1,845
+5
389
$45K 0.02%
1,267
-166
390
$45K 0.02%
5,392
+3,000
391
$44K 0.02%
251
392
$44K 0.02%
1,165
393
$44K 0.02%
2,546
394
$44K 0.02%
9,800
-1,400
395
$42K 0.02%
1,400
396
$42K 0.02%
494
397
$41K 0.02%
1,113
+100
398
$41K 0.02%
859
399
$41K 0.02%
1,215
400
$40K 0.02%
500
14 15
16
17 18