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

Top Buys

1
+$758K
2
+$634K
3
+$375K
4
T icon
AT&T
T
+$331K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$292K

Top Sells

1
+$2.97M
2
+$549K
3
+$267K
4
SHPG
Shire pic
SHPG
+$213K
5
DIS icon
Walt Disney
DIS
+$195K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$18K 0.01%
450
552
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741
553
$18K 0.01%
1,376
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554
$18K 0.01%
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555
$18K 0.01%
250
556
$18K 0.01%
650
557
$18K 0.01%
162
+14
558
$18K 0.01%
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559
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150
560
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265
561
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150
562
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200
563
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564
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565
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566
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567
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568
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268
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569
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181
570
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571
$17K 0.01%
860
572
$16K 0.01%
606
573
$16K 0.01%
97
574
$16K 0.01%
170
575
$16K 0.01%
1,087
+142
21 22
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