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
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$623K
3
+$364K
4
T icon
AT&T
T
+$343K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$283K

Top Sells

1
+$2.78M
2
+$549K
3
+$264K
4
SHPG
Shire pic
SHPG
+$206K
5
DIS icon
Walt Disney
DIS
+$190K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$36K 0.02%
400
402
$36K 0.02%
851
-2,361
403
$36K 0.02%
300
404
$35K 0.02%
900
405
$35K 0.02%
828
406
$35K 0.02%
1,266
-20
407
$34K 0.01%
1,103
408
$34K 0.01%
350
409
$34K 0.01%
550
410
$34K 0.01%
403
-70
411
$34K 0.01%
300
+43
412
$34K 0.01%
+33
413
$34K 0.01%
1,118
414
$34K 0.01%
+1,336
415
$33K 0.01%
1,200
416
$33K 0.01%
500
417
$33K 0.01%
425
418
$32K 0.01%
455
419
$32K 0.01%
+1,000
420
$32K 0.01%
638
421
$32K 0.01%
+2,000
422
$32K 0.01%
900
423
$31K 0.01%
867
424
$31K 0.01%
617
425
$30K 0.01%
669
15 16
17
18 19