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
626
$11K 0.01%
182
627
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194
628
$11K 0.01%
117
+83
629
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100
630
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400
631
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330
632
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633
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+300
634
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102
635
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636
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638
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450
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644
$10K 0.01%
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645
$10K 0.01%
176
-27
646
$9K ﹤0.01%
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647
$9K ﹤0.01%
200
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648
$9K ﹤0.01%
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649
$9K ﹤0.01%
350
650
$9K ﹤0.01%
362
24 25
26
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