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
551
$18K 0.01%
+137
552
$18K 0.01%
175
553
$18K 0.01%
+973
554
$18K 0.01%
100
555
$18K 0.01%
287
+4
556
$18K 0.01%
150
557
$17K 0.01%
329
+3
558
$17K 0.01%
1,021
559
$17K 0.01%
250
560
$17K 0.01%
805
+11
561
$17K 0.01%
610
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562
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706
563
$17K 0.01%
335
+3
564
$17K 0.01%
199
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565
$17K 0.01%
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566
$17K 0.01%
944
567
$17K 0.01%
1,790
+25
568
$17K 0.01%
559
-31
569
$16K 0.01%
564
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570
$16K 0.01%
200
571
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122
572
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180
573
$16K 0.01%
416
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574
$16K 0.01%
657
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575
$16K 0.01%
150
+100
21 22
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