YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
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
+$623K
3
+$364K
4
T icon
AT&T
T
+$343K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$283K

Top Sells

1
+$2.78M
2
+$549K
3
+$264K
4
SHPG
Shire pic
SHPG
+$206K
5
DIS icon
Walt Disney
DIS
+$190K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$25K 0.01%
2,105
+60
477
$25K 0.01%
+732
478
$25K 0.01%
375
479
$25K 0.01%
249
-72
480
$25K 0.01%
1,137
+18
481
$25K 0.01%
1,540
+49
482
$25K 0.01%
831
+157
483
$25K 0.01%
668
+15
484
$25K 0.01%
200
485
$24K 0.01%
363
486
$24K 0.01%
180
487
$24K 0.01%
266
-60
488
$24K 0.01%
294
-47
489
$24K 0.01%
3,700
490
$24K 0.01%
738
+24
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%
+290
496
$23K 0.01%
+1,118
497
$23K 0.01%
205
498
$23K 0.01%
649
+21
499
$23K 0.01%
413
500
$23K 0.01%
454
+15
18 19
20
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