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
$188M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$225K
3
+$210K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$188K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$152K

Top Sells

1
+$3.68M
2
+$802K
3
+$498K
4
T icon
AT&T
T
+$328K
5
PFE icon
Pfizer
PFE
+$287K

Sector Composition

1 Financials 17.5%
2 Technology 14.62%
3 Healthcare 13.2%
4 Consumer Discretionary 10.33%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$13K 0.01%
225
+40
602
$13K 0.01%
850
603
$13K 0.01%
648
+571
604
$12K 0.01%
500
605
$12K 0.01%
250
606
$12K 0.01%
800
607
$12K 0.01%
271
-34
608
$12K 0.01%
168
-134
609
$12K 0.01%
200
610
$12K 0.01%
135
-25
611
$11K 0.01%
425
612
$11K 0.01%
211
+34
613
$11K 0.01%
200
614
$11K 0.01%
104
615
$11K 0.01%
212
+23
616
$11K 0.01%
75
617
$11K 0.01%
390
618
$11K 0.01%
270
619
$11K 0.01%
400
+125
620
$11K 0.01%
+200
621
$11K 0.01%
180
+79
622
$10K 0.01%
+100
623
$10K 0.01%
194
624
$10K 0.01%
104
+14
625
$10K 0.01%
127
23 24
25
26 27