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
726
$3K ﹤0.01%
52
727
$3K ﹤0.01%
70
728
$3K ﹤0.01%
133
729
$3K ﹤0.01%
21
730
$3K ﹤0.01%
32
731
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33
732
$3K ﹤0.01%
24
733
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30
-225
734
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32
735
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87
736
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78
+1
737
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67
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738
$3K ﹤0.01%
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739
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43
740
$3K ﹤0.01%
25
+11
741
$3K ﹤0.01%
47
742
$3K ﹤0.01%
50
743
$3K ﹤0.01%
55
744
$3K ﹤0.01%
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745
$3K ﹤0.01%
250
746
$3K ﹤0.01%
30
747
$3K ﹤0.01%
57
748
$3K ﹤0.01%
37
+4
749
$3K ﹤0.01%
56
750
$3K ﹤0.01%
64
28 29
30
31 32