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
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$623K
3
+$364K
4
T icon
AT&T
T
+$343K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$283K

Top Sells

1
+$2.78M
2
+$549K
3
+$264K
4
SHPG
Shire pic
SHPG
+$206K
5
DIS icon
Walt Disney
DIS
+$190K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$27K 0.01%
1,500
452
$27K 0.01%
+777
453
$27K 0.01%
550
454
$27K 0.01%
457
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455
$27K 0.01%
761
-148
456
$27K 0.01%
200
457
$27K 0.01%
472
+16
458
$27K 0.01%
2,236
+840
459
$27K 0.01%
1,136
+39
460
$27K 0.01%
3,565
461
$26K 0.01%
954
+30
462
$26K 0.01%
452
-55
463
$26K 0.01%
225
464
$26K 0.01%
501
+17
465
$26K 0.01%
264
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466
$26K 0.01%
734
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467
$26K 0.01%
1,551
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468
$26K 0.01%
888
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469
$26K 0.01%
598
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470
$25K 0.01%
611
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471
$25K 0.01%
+385
472
$25K 0.01%
200
473
$25K 0.01%
675
474
$25K 0.01%
1,000
475
$25K 0.01%
400
17 18
19
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