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
$188M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$225K
3
+$210K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$188K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$152K

Top Sells

1
+$3.68M
2
+$802K
3
+$498K
4
T icon
AT&T
T
+$328K
5
PFE icon
Pfizer
PFE
+$287K

Sector Composition

1 Financials 17.5%
2 Technology 14.62%
3 Healthcare 13.2%
4 Consumer Discretionary 10.33%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$19K 0.01%
279
-17
527
$19K 0.01%
119
528
$19K 0.01%
2,392
+1,632
529
$19K 0.01%
608
530
$19K 0.01%
+457
531
$19K 0.01%
+1,700
532
$19K 0.01%
1,227
533
$18K 0.01%
452
534
$18K 0.01%
296
535
$18K 0.01%
300
536
$18K 0.01%
245
537
$18K 0.01%
1,794
538
$18K 0.01%
175
539
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82
-19
540
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339
541
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542
$17K 0.01%
262
543
$17K 0.01%
256
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544
$17K 0.01%
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545
$17K 0.01%
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546
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548
$17K 0.01%
173
549
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150
550
$17K 0.01%
350
20 21
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