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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$652K
2
+$530K
3
+$254K
4
LOW icon
Lowe's Companies
LOW
+$250K
5
GE icon
GE Aerospace
GE
+$221K

Top Sells

1
+$987K
2
+$786K
3
+$452K
4
V icon
Visa
V
+$352K
5
HD icon
Home Depot
HD
+$236K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$22K 0.01%
508
502
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200
503
$21K 0.01%
223
-17
504
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139
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505
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200
-581
506
$21K 0.01%
1,500
507
$21K 0.01%
119
508
$21K 0.01%
1,234
509
$21K 0.01%
452
510
$21K 0.01%
515
511
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328
+6
512
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205
513
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450
514
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515
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849
516
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+1,552
517
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-30
518
$21K 0.01%
1,020
519
$20K 0.01%
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520
$20K 0.01%
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521
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111
522
$20K 0.01%
376
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523
$20K 0.01%
675
+250
524
$20K 0.01%
600
-600
525
$20K 0.01%
1,000
19 20
21
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