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
$191M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$527K
3
+$520K
4
ENB icon
Enbridge
ENB
+$434K
5
JNJ icon
Johnson & Johnson
JNJ
+$376K

Top Sells

1
+$699K
2
+$628K
3
+$475K
4
SE
Spectra Energy Corp Wi
SE
+$430K
5
BKNG icon
Booking.com
BKNG
+$385K

Sector Composition

1 Financials 16.45%
2 Technology 14.37%
3 Healthcare 12.46%
4 Communication Services 10.44%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$33K 0.02%
1,483
-183
427
$32K 0.02%
4,065
-405
428
$32K 0.02%
381
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429
$31K 0.02%
455
430
$31K 0.02%
282
431
$31K 0.02%
1,000
432
$31K 0.02%
+271
433
$30K 0.02%
50
434
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435
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+222
436
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339
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437
$29K 0.02%
180
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$29K 0.02%
245
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439
$29K 0.02%
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440
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443
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445
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446
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235
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447
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188
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448
$26K 0.01%
619
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449
$26K 0.01%
450
450
$26K 0.01%
728
16 17
18
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