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
51
$1.24M 0.54%
21,321
+788
52
$1.2M 0.53%
22,648
53
$1.19M 0.52%
12,182
-233
54
$1.19M 0.52%
28,588
+492
55
$1.19M 0.52%
15,165
56
$1.19M 0.52%
17,790
+360
57
$1.18M 0.52%
48,816
+13,656
58
$1.17M 0.51%
23,611
+529
59
$1.13M 0.5%
10,276
+240
60
$1.13M 0.5%
3,365
-100
61
$1.06M 0.46%
30,960
-402
62
$999K 0.44%
2,895
+353
63
$969K 0.42%
8,589
+268
64
$959K 0.42%
39,540
-170
65
$929K 0.41%
14,241
-742
66
$925K 0.41%
21,508
67
$913K 0.4%
1,830
-38
68
$905K 0.4%
6,559
-58
69
$864K 0.38%
5,990
+235
70
$862K 0.38%
30,589
+1,322
71
$861K 0.38%
12,848
+2,015
72
$849K 0.37%
6,683
+6
73
$809K 0.35%
7,615
+346
74
$801K 0.35%
3,831
75
$739K 0.32%
2,546
-119
1 2
3
4 5