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
676
$7K ﹤0.01%
184
+24
677
$7K ﹤0.01%
128
678
$7K ﹤0.01%
+114
679
$7K ﹤0.01%
+480
680
$7K ﹤0.01%
+143
681
$7K ﹤0.01%
249
+186
682
$7K ﹤0.01%
680
683
$7K ﹤0.01%
+30
684
$7K ﹤0.01%
400
685
$7K ﹤0.01%
100
686
$7K ﹤0.01%
230
687
$6K ﹤0.01%
186
-185
688
$6K ﹤0.01%
75
-335
689
$6K ﹤0.01%
160
690
$6K ﹤0.01%
167
-9
691
$6K ﹤0.01%
250
-2,245
692
$6K ﹤0.01%
+45
693
$6K ﹤0.01%
+39
694
$6K ﹤0.01%
167
695
$6K ﹤0.01%
219
696
$6K ﹤0.01%
306
697
$6K ﹤0.01%
59
-3
698
$6K ﹤0.01%
+50
699
$6K ﹤0.01%
200
700
$5K ﹤0.01%
+416
26 27
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29 30