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
751
$3K ﹤0.01%
104
-1,475
752
$3K ﹤0.01%
108
753
$3K ﹤0.01%
+12
754
$3K ﹤0.01%
200
755
$3K ﹤0.01%
43
756
$3K ﹤0.01%
100
757
$3K ﹤0.01%
100
758
$3K ﹤0.01%
396
759
$3K ﹤0.01%
112
760
$3K ﹤0.01%
40
761
$3K ﹤0.01%
279
762
$3K ﹤0.01%
+400
763
$3K ﹤0.01%
29
764
$3K ﹤0.01%
+81
765
$3K ﹤0.01%
68
766
$2K ﹤0.01%
110
767
$2K ﹤0.01%
35
+6
768
$2K ﹤0.01%
100
769
$2K ﹤0.01%
15
770
$2K ﹤0.01%
100
771
$2K ﹤0.01%
57
772
$2K ﹤0.01%
24
-11
773
$2K ﹤0.01%
49
774
$2K ﹤0.01%
38
775
$2K ﹤0.01%
80
29 30
31
32 33