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
$188M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$225K
3
+$210K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$188K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$152K

Top Sells

1
+$3.68M
2
+$802K
3
+$498K
4
T icon
AT&T
T
+$328K
5
PFE icon
Pfizer
PFE
+$287K

Sector Composition

1 Financials 17.5%
2 Technology 14.62%
3 Healthcare 13.2%
4 Consumer Discretionary 10.33%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.86%
12,398
+483
27
$1.57M 0.83%
27,827
-589
28
$1.53M 0.82%
26,169
+68
29
$1.45M 0.77%
786
-24
30
$1.45M 0.77%
12,540
+375
31
$1.43M 0.76%
9,785
-305
32
$1.4M 0.74%
28,367
+773
33
$1.39M 0.74%
14,985
34
$1.39M 0.74%
10,045
+343
35
$1.39M 0.74%
31,063
+11
36
$1.38M 0.73%
2,833
+136
37
$1.37M 0.73%
5,669
-15,176
38
$1.37M 0.73%
9,220
+52
39
$1.36M 0.72%
39,860
+36
40
$1.3M 0.69%
10,192
-254
41
$1.26M 0.67%
11,704
+209
42
$1.25M 0.67%
27,884
-11,060
43
$1.25M 0.67%
10,113
+272
44
$1.25M 0.66%
7,212
-394
45
$1.23M 0.65%
17,956
+343
46
$1.22M 0.65%
19,874
-313
47
$1.21M 0.64%
15,710
48
$1.11M 0.59%
23,048
49
$1.1M 0.58%
38,158
-11,406
50
$1.07M 0.57%
12,618
-25
1
2
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