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
726
$4K ﹤0.01%
184
727
$4K ﹤0.01%
125
728
$4K ﹤0.01%
+84
729
$4K ﹤0.01%
233
730
$4K ﹤0.01%
300
731
$4K ﹤0.01%
113
+23
732
$4K ﹤0.01%
67
733
$4K ﹤0.01%
+38
734
$4K ﹤0.01%
+80
735
$3K ﹤0.01%
+54
736
$3K ﹤0.01%
100
-15
737
$3K ﹤0.01%
50
738
$3K ﹤0.01%
+79
739
$3K ﹤0.01%
146
740
$3K ﹤0.01%
62
741
$3K ﹤0.01%
40
742
$3K ﹤0.01%
90
743
$3K ﹤0.01%
88
744
$3K ﹤0.01%
30
745
$3K ﹤0.01%
155
746
$3K ﹤0.01%
104
-1,475
747
$3K ﹤0.01%
108
748
$3K ﹤0.01%
+12
749
$3K ﹤0.01%
200
750
$3K ﹤0.01%
43
28 29
30
31 32