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
$188M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$225K
3
+$210K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$188K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$152K

Top Sells

1
+$3.68M
2
+$802K
3
+$498K
4
T icon
AT&T
T
+$328K
5
PFE icon
Pfizer
PFE
+$287K

Sector Composition

1 Financials 17.5%
2 Technology 14.62%
3 Healthcare 13.2%
4 Consumer Discretionary 10.33%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
100
752
$3K ﹤0.01%
407
753
$3K ﹤0.01%
396
+55
754
$3K ﹤0.01%
34
755
$3K ﹤0.01%
112
756
$3K ﹤0.01%
40
757
$3K ﹤0.01%
279
758
$3K ﹤0.01%
36
759
$3K ﹤0.01%
29
760
$3K ﹤0.01%
108
761
$3K ﹤0.01%
+99
762
$3K ﹤0.01%
87
763
$2K ﹤0.01%
68
764
$2K ﹤0.01%
106
+35
765
$2K ﹤0.01%
60
766
$2K ﹤0.01%
38
767
$2K ﹤0.01%
25
768
$2K ﹤0.01%
63
-3
769
$2K ﹤0.01%
89
770
$2K ﹤0.01%
83
771
$2K ﹤0.01%
19
772
$2K ﹤0.01%
30
773
$2K ﹤0.01%
57
774
$2K ﹤0.01%
35
775
$2K ﹤0.01%
49
29 30
31
32 33