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
401
$40K 0.02%
965
-235
402
$40K 0.02%
833
403
$40K 0.02%
600
404
$40K 0.02%
1,005
405
$39K 0.02%
690
-26
406
$39K 0.02%
824
+307
407
$39K 0.02%
1,381
-132
408
$39K 0.02%
1,140
+400
409
$39K 0.02%
557
-819
410
$38K 0.02%
3,142
-31
411
$38K 0.02%
710
-500
412
$38K 0.02%
440
+160
413
$38K 0.02%
2,011
414
$36K 0.02%
50
415
$36K 0.02%
705
+10
416
$36K 0.02%
252
417
$36K 0.02%
1,200
418
$36K 0.02%
900
419
$36K 0.02%
381
420
$35K 0.02%
606
-57
421
$35K 0.02%
550
422
$35K 0.02%
236
-125
423
$35K 0.02%
1,819
424
$35K 0.02%
248
425
$34K 0.02%
222
15 16
17
18 19