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

Top Buys

1
+$758K
2
+$634K
3
+$375K
4
T icon
AT&T
T
+$331K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$292K

Top Sells

1
+$2.97M
2
+$549K
3
+$267K
4
SHPG
Shire pic
SHPG
+$213K
5
DIS icon
Walt Disney
DIS
+$195K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$27K 0.01%
3,565
452
$27K 0.01%
550
453
$27K 0.01%
1,500
454
$27K 0.01%
+777
455
$27K 0.01%
457
-67
456
$27K 0.01%
761
-148
457
$27K 0.01%
200
458
$27K 0.01%
472
+16
459
$27K 0.01%
2,236
+840
460
$27K 0.01%
1,136
+39
461
$26K 0.01%
452
-55
462
$26K 0.01%
598
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463
$26K 0.01%
225
464
$26K 0.01%
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465
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264
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466
$26K 0.01%
734
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467
$26K 0.01%
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468
$26K 0.01%
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469
$26K 0.01%
888
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470
$25K 0.01%
831
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471
$25K 0.01%
668
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472
$25K 0.01%
400
473
$25K 0.01%
2,105
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474
$25K 0.01%
+732
475
$25K 0.01%
375
17 18
19
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