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
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$634K
3
+$375K
4
T icon
AT&T
T
+$331K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$292K

Top Sells

1
+$2.97M
2
+$549K
3
+$267K
4
SHPG
Shire pic
SHPG
+$213K
5
DIS icon
Walt Disney
DIS
+$195K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6K ﹤0.01%
480
677
$6K ﹤0.01%
+132
678
$5K ﹤0.01%
100
679
$5K ﹤0.01%
304
680
$5K ﹤0.01%
150
681
$5K ﹤0.01%
60
682
$5K ﹤0.01%
44
683
$5K ﹤0.01%
132
684
$5K ﹤0.01%
66
685
$5K ﹤0.01%
66
686
$5K ﹤0.01%
42
687
$5K ﹤0.01%
877
688
$5K ﹤0.01%
50
689
$5K ﹤0.01%
106
690
$5K ﹤0.01%
82
691
$5K ﹤0.01%
108
692
$5K ﹤0.01%
89
693
$5K ﹤0.01%
319
694
$5K ﹤0.01%
500
695
$4K ﹤0.01%
83
-417
696
$4K ﹤0.01%
50
697
$4K ﹤0.01%
240
698
$4K ﹤0.01%
56
-13
699
$4K ﹤0.01%
103
+10
700
$4K ﹤0.01%
84
26 27
28
29 30