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
601
$12K 0.01%
800
602
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73
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603
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604
$11K ﹤0.01%
44
605
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1,162
606
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300
607
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37
608
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609
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340
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$10K ﹤0.01%
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612
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330
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50
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617
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619
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100
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621
$10K ﹤0.01%
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622
$10K ﹤0.01%
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623
$10K ﹤0.01%
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624
$10K ﹤0.01%
750
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625
$9K ﹤0.01%
200
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