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
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$623K
3
+$364K
4
T icon
AT&T
T
+$343K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$283K

Top Sells

1
+$2.78M
2
+$549K
3
+$264K
4
SHPG
Shire pic
SHPG
+$206K
5
DIS icon
Walt Disney
DIS
+$190K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$21K 0.01%
+129
527
$21K 0.01%
161
528
$21K 0.01%
398
529
$21K 0.01%
266
530
$21K 0.01%
1,932
531
$20K 0.01%
275
532
$20K 0.01%
317
533
$20K 0.01%
500
534
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500
535
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300
536
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1,220
537
$20K 0.01%
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538
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539
$20K 0.01%
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540
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541
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542
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543
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450
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544
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545
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546
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547
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548
$19K 0.01%
662
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549
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550
$18K 0.01%
250
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