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
$218M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.14M
3
+$1.04M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$996K
5
NOW icon
ServiceNow
NOW
+$892K

Top Sells

1
+$1.45M
2
+$1.32M
3
+$802K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$545K
5
STI
SunTrust Banks, Inc.
STI
+$399K

Sector Composition

1 Financials 19.64%
2 Technology 18.87%
3 Healthcare 10.68%
4 Communication Services 9.69%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.63%
15,903
+236
52
$1.38M 0.63%
15,668
-81
53
$1.33M 0.61%
22,180
+109
54
$1.31M 0.6%
21,608
-2,572
55
$1.19M 0.55%
14,895
+330
56
$1.18M 0.54%
3,149
-86
57
$1.15M 0.53%
8,831
+5,000
58
$1.14M 0.52%
+6,999
59
$1.14M 0.52%
32,222
+1,317
60
$1.12M 0.52%
8,763
+107
61
$1.07M 0.49%
3,618
+37
62
$1.06M 0.49%
8,282
-24
63
$1.05M 0.48%
16,302
-3,718
64
$1.04M 0.48%
507
-7
65
$995K 0.46%
3,853
+142
66
$953K 0.44%
5,387
+125
67
$937K 0.43%
16,125
-1,927
68
$925K 0.42%
4,344
+161
69
$901K 0.41%
4,983
+333
70
$892K 0.41%
+3,158
71
$853K 0.39%
2,635
-10
72
$850K 0.39%
6,341
+111
73
$823K 0.38%
7,027
-837
74
$823K 0.38%
7,221
+255
75
$758K 0.35%
56,650
1 2
3
4 5