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
501
$23K 0.01%
208
+8
502
$23K 0.01%
+290
503
$23K 0.01%
+1,118
504
$23K 0.01%
413
505
$23K 0.01%
454
+15
506
$23K 0.01%
960
507
$23K 0.01%
1,306
508
$23K 0.01%
454
+14
509
$23K 0.01%
982
510
$23K 0.01%
448
-25
511
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500
512
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382
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513
$22K 0.01%
597
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514
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284
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515
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429
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516
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517
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1,000
518
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235
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519
$22K 0.01%
1,016
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520
$22K 0.01%
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521
$22K 0.01%
1,045
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522
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400
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523
$22K 0.01%
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524
$22K 0.01%
132
-1,275
525
$21K 0.01%
1,316
+296
19 20
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