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
626
$10K 0.01%
102
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627
$10K 0.01%
400
628
$10K 0.01%
344
629
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121
630
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254
631
$10K 0.01%
80
632
$10K 0.01%
458
+149
633
$10K 0.01%
852
634
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100
635
$10K 0.01%
+2,125
636
$10K 0.01%
203
637
$10K 0.01%
+100
638
$10K 0.01%
975
639
$9K ﹤0.01%
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640
$9K ﹤0.01%
330
641
$9K ﹤0.01%
250
642
$9K ﹤0.01%
44
643
$9K ﹤0.01%
182
644
$9K ﹤0.01%
193
-34
645
$9K ﹤0.01%
+350
646
$9K ﹤0.01%
362
647
$9K ﹤0.01%
250
648
$9K ﹤0.01%
+417
649
$9K ﹤0.01%
42
650
$9K ﹤0.01%
360
-400
24 25
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