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
526
$20K 0.01%
551
527
$20K 0.01%
475
528
$20K 0.01%
111
529
$20K 0.01%
376
+340
530
$19K 0.01%
296
531
$19K 0.01%
1,341
+68
532
$19K 0.01%
350
533
$19K 0.01%
+1,196
534
$19K 0.01%
+430
535
$19K 0.01%
1,213
+37
536
$19K 0.01%
126
+20
537
$19K 0.01%
517
538
$19K 0.01%
82
539
$19K 0.01%
168
540
$19K 0.01%
+948
541
$19K 0.01%
435
-45
542
$19K 0.01%
773
+5
543
$19K 0.01%
377
-80
544
$19K 0.01%
236
545
$19K 0.01%
1,184
-43
546
$18K 0.01%
1,794
547
$18K 0.01%
255
-200
548
$18K 0.01%
1,301
+9
549
$18K 0.01%
300
550
$18K 0.01%
+384
20 21
22
23 24