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
476
$25K 0.01%
611
+22
477
$25K 0.01%
+385
478
$25K 0.01%
200
479
$25K 0.01%
675
480
$25K 0.01%
1,000
481
$25K 0.01%
249
-72
482
$25K 0.01%
1,137
+18
483
$25K 0.01%
200
484
$25K 0.01%
1,540
+49
485
$24K 0.01%
363
486
$24K 0.01%
180
487
$24K 0.01%
266
-60
488
$24K 0.01%
294
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489
$24K 0.01%
3,700
490
$24K 0.01%
738
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491
$24K 0.01%
421
-92
492
$24K 0.01%
+2,540
493
$24K 0.01%
+529
494
$24K 0.01%
716
495
$23K 0.01%
205
496
$23K 0.01%
649
+21
497
$23K 0.01%
421
-81
498
$23K 0.01%
+1,506
499
$23K 0.01%
520
+457
500
$23K 0.01%
+360
18 19
20
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