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
$218M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.14M
3
+$1.04M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$996K
5
NOW icon
ServiceNow
NOW
+$892K

Top Sells

1
+$1.45M
2
+$1.32M
3
+$802K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$545K
5
STI
SunTrust Banks, Inc.
STI
+$399K

Sector Composition

1 Financials 19.64%
2 Technology 18.87%
3 Healthcare 10.68%
4 Communication Services 9.69%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.98%
7,268
-326
27
$2.11M 0.97%
19,507
+217
28
$2.08M 0.96%
103,932
+4,206
29
$2.08M 0.95%
46,316
+2,272
30
$2.08M 0.95%
13,340
+79
31
$2.07M 0.95%
11,749
-8
32
$1.99M 0.91%
28,504
-1,450
33
$1.99M 0.91%
32,323
+1,110
34
$1.97M 0.9%
13,652
+281
35
$1.94M 0.89%
17,995
+132
36
$1.93M 0.88%
65,880
+525
37
$1.79M 0.82%
19,003
-1,085
38
$1.78M 0.81%
5,522
-1,695
39
$1.77M 0.81%
20,334
+15,669
40
$1.73M 0.79%
12,639
-199
41
$1.59M 0.73%
11,650
-854
42
$1.55M 0.71%
28,865
-2,028
43
$1.54M 0.7%
6,375
+85
44
$1.53M 0.7%
58,476
+5,450
45
$1.53M 0.7%
51,910
+7,014
46
$1.52M 0.7%
27,481
+854
47
$1.5M 0.69%
9,743
+126
48
$1.45M 0.67%
76,864
+2,144
49
$1.45M 0.66%
5,191
-14
50
$1.42M 0.65%
6,198
+128
1
2
3 4 5