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%
860
-23
527
$20K 0.01%
895
528
$20K 0.01%
344
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529
$20K 0.01%
711
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530
$19K 0.01%
236
531
$19K 0.01%
1,184
-43
532
$19K 0.01%
296
533
$19K 0.01%
1,341
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534
$19K 0.01%
350
535
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+1,196
536
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537
$19K 0.01%
1,213
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538
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126
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539
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540
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541
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542
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543
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$18K 0.01%
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547
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$18K 0.01%
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549
$18K 0.01%
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550
$18K 0.01%
287
+4
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