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
601
$12K 0.01%
73
+11
602
$12K 0.01%
81
603
$12K 0.01%
400
604
$11K ﹤0.01%
44
605
$11K ﹤0.01%
86
606
$11K ﹤0.01%
340
607
$11K ﹤0.01%
1,162
608
$11K ﹤0.01%
300
609
$11K ﹤0.01%
37
610
$11K ﹤0.01%
250
611
$10K ﹤0.01%
200
612
$10K ﹤0.01%
500
613
$10K ﹤0.01%
330
+144
614
$10K ﹤0.01%
50
-30
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250
616
$10K ﹤0.01%
400
617
$10K ﹤0.01%
100
618
$10K ﹤0.01%
80
619
$10K ﹤0.01%
418
620
$10K ﹤0.01%
42
621
$10K ﹤0.01%
375
622
$10K ﹤0.01%
303
623
$10K ﹤0.01%
100
624
$10K ﹤0.01%
750
-280
625
$9K ﹤0.01%
534
23 24
25
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