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
551
$18K 0.01%
650
552
$18K 0.01%
1,021
553
$18K 0.01%
450
554
$18K 0.01%
741
555
$18K 0.01%
1,376
-151
556
$18K 0.01%
1,599
557
$18K 0.01%
162
+14
558
$18K 0.01%
1,020
559
$18K 0.01%
265
560
$18K 0.01%
150
561
$18K 0.01%
200
562
$18K 0.01%
150
563
$17K 0.01%
125
564
$17K 0.01%
250
565
$17K 0.01%
150
566
$17K 0.01%
728
567
$17K 0.01%
268
+2
568
$17K 0.01%
115
569
$17K 0.01%
860
570
$17K 0.01%
291
571
$17K 0.01%
181
572
$16K 0.01%
170
573
$16K 0.01%
1,087
+142
574
$16K 0.01%
97
575
$16K 0.01%
+319
21 22
23
24 25