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
551
$17K 0.01%
250
552
$17K 0.01%
912
-212
553
$17K 0.01%
119
554
$17K 0.01%
+332
555
$17K 0.01%
+196
556
$17K 0.01%
+1,765
557
$17K 0.01%
1,143
558
$17K 0.01%
168
-56
559
$17K 0.01%
1,870
560
$16K 0.01%
200
561
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122
562
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283
563
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564
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300
567
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$16K 0.01%
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569
$15K 0.01%
115
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$15K 0.01%
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573
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400
574
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402
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575
$15K 0.01%
326
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