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 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$34K 0.02%
1,000
+500
427
$34K 0.02%
+607
428
$33K 0.02%
410
429
$33K 0.02%
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-100
430
$33K 0.02%
2,218
431
$33K 0.02%
507
432
$32K 0.02%
275
+40
433
$32K 0.02%
222
434
$31K 0.02%
900
435
$31K 0.02%
455
436
$31K 0.02%
1,228
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437
$31K 0.02%
944
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438
$31K 0.02%
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439
$31K 0.02%
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440
$30K 0.02%
50
441
$30K 0.02%
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442
$29K 0.02%
180
443
$29K 0.02%
610
444
$29K 0.02%
245
445
$28K 0.01%
200
446
$28K 0.01%
883
447
$28K 0.01%
271
448
$27K 0.01%
1,500
449
$27K 0.01%
400
450
$27K 0.01%
188
16 17
18
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