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

Top Buys

1
+$758K
2
+$623K
3
+$364K
4
T icon
AT&T
T
+$343K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$283K

Top Sells

1
+$2.78M
2
+$549K
3
+$264K
4
SHPG
Shire pic
SHPG
+$206K
5
DIS icon
Walt Disney
DIS
+$190K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
83
-417
702
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50
703
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240
704
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56
-13
705
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103
+10
706
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84
707
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15
708
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709
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710
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2,000
711
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191
+35
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716
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719
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720
$3K ﹤0.01%
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721
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722
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723
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724
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125
725
$3K ﹤0.01%
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