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
$188M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$356K
2
+$229K
3
+$205K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$185K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$152K

Top Sells

1
+$3.64M
2
+$849K
3
+$515K
4
T icon
AT&T
T
+$336K
5
PFE icon
Pfizer
PFE
+$282K

Sector Composition

1 Financials 17.5%
2 Technology 14.62%
3 Healthcare 13.2%
4 Consumer Discretionary 10.33%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$26K 0.01%
329
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$26K 0.01%
602
453
$26K 0.01%
695
454
$26K 0.01%
600
455
$25K 0.01%
293
456
$25K 0.01%
728
457
$25K 0.01%
550
458
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2,000
459
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228
460
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500
461
$25K 0.01%
425
462
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745
-101
463
$24K 0.01%
517
464
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465
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740
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466
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550
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468
$24K 0.01%
421
469
$24K 0.01%
500
470
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500
471
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472
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474
$23K 0.01%
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475
$23K 0.01%
450
17 18
19
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