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
376
$44K 0.02%
3,331
377
$43K 0.02%
1,215
378
$43K 0.02%
624
379
$43K 0.02%
900
380
$42K 0.02%
684
381
$42K 0.02%
248
382
$42K 0.02%
824
383
$42K 0.02%
500
384
$42K 0.02%
440
385
$41K 0.02%
965
386
$41K 0.02%
938
387
$41K 0.02%
596
388
$40K 0.02%
530
389
$40K 0.02%
523
390
$39K 0.02%
900
391
$39K 0.02%
1,000
-2,000
392
$38K 0.02%
467
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393
$38K 0.02%
200
394
$38K 0.02%
417
395
$38K 0.02%
610
396
$38K 0.02%
2,214
397
$38K 0.02%
1,188
398
$38K 0.02%
236
399
$37K 0.02%
50
400
$36K 0.02%
441
14 15
16
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