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
426
$33K 0.02%
270
-12
427
$33K 0.02%
1,228
428
$33K 0.02%
267
-100
429
$33K 0.02%
1,539
430
$33K 0.02%
1,000
431
$32K 0.02%
554
432
$31K 0.02%
900
433
$31K 0.02%
1,201
434
$31K 0.02%
400
435
$31K 0.02%
1,127
+382
436
$31K 0.02%
1,668
-92
437
$31K 0.02%
3,565
-2,858
438
$30K 0.02%
180
439
$30K 0.02%
622
440
$30K 0.02%
245
441
$30K 0.02%
1,000
442
$30K 0.02%
240
-35
443
$29K 0.02%
50
444
$29K 0.02%
903
-101
445
$29K 0.02%
507
446
$29K 0.02%
1,329
-61
447
$28K 0.01%
+350
448
$28K 0.01%
1,170
449
$28K 0.01%
610
450
$28K 0.01%
200
16 17
18
19 20