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
651
$9K ﹤0.01%
300
652
$9K ﹤0.01%
200
653
$9K ﹤0.01%
324
-636
654
$9K ﹤0.01%
320
655
$9K ﹤0.01%
+500
656
$8K ﹤0.01%
93
657
$8K ﹤0.01%
200
658
$8K ﹤0.01%
+160
659
$8K ﹤0.01%
74
660
$8K ﹤0.01%
+125
661
$8K ﹤0.01%
57
662
$8K ﹤0.01%
224
+35
663
$8K ﹤0.01%
63
664
$8K ﹤0.01%
377
665
$8K ﹤0.01%
110
-23
666
$8K ﹤0.01%
500
-253
667
$8K ﹤0.01%
+614
668
$8K ﹤0.01%
199
-133
669
$8K ﹤0.01%
145
+55
670
$7K ﹤0.01%
175
-200
671
$7K ﹤0.01%
+100
672
$7K ﹤0.01%
167
673
$7K ﹤0.01%
219
674
$7K ﹤0.01%
415
675
$7K ﹤0.01%
406
25 26
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