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 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$38K 0.02%
2,011
+680
402
$38K 0.02%
1,250
403
$38K 0.02%
1,200
404
$38K 0.02%
1,005
405
$37K 0.02%
1,400
406
$37K 0.02%
3,173
-80
407
$37K 0.02%
252
408
$37K 0.02%
900
409
$37K 0.02%
1,513
+30
410
$37K 0.02%
+1,760
411
$36K 0.02%
1,819
412
$36K 0.02%
554
-101
413
$36K 0.02%
263
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414
$36K 0.02%
663
415
$36K 0.02%
50
416
$36K 0.02%
1,200
-1,500
417
$36K 0.02%
833
418
$35K 0.02%
550
419
$35K 0.02%
960
420
$35K 0.02%
620
421
$35K 0.02%
381
422
$34K 0.02%
282
423
$34K 0.02%
1,201
424
$34K 0.02%
622
+187
425
$34K 0.02%
248
15 16
17
18 19