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
$191M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$527K
3
+$520K
4
ENB icon
Enbridge
ENB
+$434K
5
JNJ icon
Johnson & Johnson
JNJ
+$376K

Top Sells

1
+$699K
2
+$628K
3
+$475K
4
SE
Spectra Energy Corp Wi
SE
+$430K
5
BKNG icon
Booking.com
BKNG
+$385K

Sector Composition

1 Financials 16.45%
2 Technology 14.37%
3 Healthcare 12.46%
4 Communication Services 10.44%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$23K 0.01%
236
477
$23K 0.01%
500
478
$23K 0.01%
347
-7
479
$23K 0.01%
893
+24
480
$23K 0.01%
+1,249
481
$23K 0.01%
898
+331
482
$22K 0.01%
550
483
$22K 0.01%
573
+33
484
$22K 0.01%
298
+182
485
$22K 0.01%
203
+113
486
$22K 0.01%
849
+344
487
$22K 0.01%
338
+142
488
$22K 0.01%
2,358
+840
489
$22K 0.01%
517
490
$22K 0.01%
1,234
491
$22K 0.01%
302
-118
492
$22K 0.01%
101
+15
493
$22K 0.01%
224
+90
494
$22K 0.01%
200
495
$22K 0.01%
+635
496
$21K 0.01%
403
+156
497
$21K 0.01%
1,199
-342
498
$21K 0.01%
246
+101
499
$21K 0.01%
105
+42
500
$21K 0.01%
600
18 19
20
21 22