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
$217M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.36M
3
+$314K
4
DG icon
Dollar General
DG
+$304K
5
IT icon
Gartner
IT
+$227K

Top Sells

1
+$357K
2
+$152K
3
+$148K
4
JBHT icon
JB Hunt Transport Services
JBHT
+$125K
5
FDS icon
Factset
FDS
+$118K

Sector Composition

1 Financials 18.39%
2 Technology 16.55%
3 Healthcare 11.06%
4 Consumer Discretionary 10.63%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$18K 0.01%
1,527
+114
552
$18K 0.01%
1,599
-551
553
$18K 0.01%
434
-188
554
$18K 0.01%
266
555
$18K 0.01%
176
+25
556
$18K 0.01%
1,220
557
$18K 0.01%
181
558
$18K 0.01%
1,396
-58
559
$17K 0.01%
97
560
$17K 0.01%
265
561
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+726
562
$17K 0.01%
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563
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1,020
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564
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250
565
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600
566
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567
$17K 0.01%
150
568
$17K 0.01%
200
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$17K 0.01%
787
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$16K 0.01%
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571
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572
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650
573
$16K 0.01%
133
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574
$16K 0.01%
295
575
$16K 0.01%
115
21 22
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