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
451
$28K 0.01%
200
452
$28K 0.01%
2,040
-178
453
$28K 0.01%
256
-15
454
$27K 0.01%
2,000
455
$27K 0.01%
600
456
$27K 0.01%
271
+98
457
$27K 0.01%
+425
458
$27K 0.01%
293
459
$27K 0.01%
1,029
+669
460
$26K 0.01%
1,500
461
$26K 0.01%
+848
462
$26K 0.01%
550
463
$26K 0.01%
273
-6
464
$26K 0.01%
338
465
$25K 0.01%
230
466
$25K 0.01%
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467
$25K 0.01%
228
468
$25K 0.01%
500
469
$25K 0.01%
500
470
$25K 0.01%
471
-29
471
$25K 0.01%
1,156
-35
472
$24K 0.01%
535
473
$24K 0.01%
605
+3
474
$24K 0.01%
500
475
$24K 0.01%
421
17 18
19
20 21