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
576
$16K 0.01%
402
577
$16K 0.01%
150
578
$16K 0.01%
300
579
$16K 0.01%
+250
580
$16K 0.01%
1,870
581
$16K 0.01%
184
-1,368
582
$16K 0.01%
302
+90
583
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319
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584
$16K 0.01%
416
585
$16K 0.01%
746
586
$16K 0.01%
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587
$15K 0.01%
303
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588
$15K 0.01%
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543
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$15K 0.01%
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591
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592
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115
593
$15K 0.01%
110
594
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200
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$15K 0.01%
1,286
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596
$14K 0.01%
300
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597
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500
598
$14K 0.01%
196
599
$14K 0.01%
945
600
$14K 0.01%
275
22 23
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