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
676
$7K ﹤0.01%
104
677
$7K ﹤0.01%
114
678
$7K ﹤0.01%
1,197
+177
679
$7K ﹤0.01%
366
680
$7K ﹤0.01%
+400
681
$7K ﹤0.01%
131
682
$7K ﹤0.01%
130
+22
683
$7K ﹤0.01%
97
684
$7K ﹤0.01%
400
685
$7K ﹤0.01%
171
+25
686
$7K ﹤0.01%
128
687
$6K ﹤0.01%
160
688
$6K ﹤0.01%
176
689
$6K ﹤0.01%
80
690
$6K ﹤0.01%
160
691
$6K ﹤0.01%
50
692
$6K ﹤0.01%
224
-3,273
693
$6K ﹤0.01%
115
694
$6K ﹤0.01%
200
695
$6K ﹤0.01%
680
+103
696
$5K ﹤0.01%
69
697
$5K ﹤0.01%
44
+10
698
$5K ﹤0.01%
132
699
$5K ﹤0.01%
424
700
$5K ﹤0.01%
200
-3,009
26 27
28
29 30