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
26
$1.82M 0.8%
12,690
+10
27
$1.78M 0.78%
20,895
+2,211
28
$1.75M 0.77%
5,103
+638
29
$1.72M 0.75%
30,946
-2,000
30
$1.71M 0.75%
38,724
+4,143
31
$1.7M 0.74%
836
+122
32
$1.69M 0.74%
16,600
-100
33
$1.67M 0.73%
17,959
+15
34
$1.61M 0.71%
39,736
35
$1.59M 0.7%
14,607
+1,228
36
$1.56M 0.68%
31,959
+2,685
37
$1.56M 0.68%
28,108
-589
38
$1.55M 0.68%
11,623
+63
39
$1.5M 0.66%
45,749
+2,895
40
$1.46M 0.64%
80,235
+10,515
41
$1.46M 0.64%
11,940
+263
42
$1.4M 0.61%
14,192
+1,857
43
$1.37M 0.6%
27,223
+84
44
$1.35M 0.59%
10,177
+1,537
45
$1.35M 0.59%
10,107
+163
46
$1.32M 0.58%
71,768
+8,392
47
$1.3M 0.57%
12,372
-1,857
48
$1.28M 0.56%
29,147
+1,428
49
$1.26M 0.55%
6,831
50
$1.25M 0.55%
9,187
-50
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