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%
100
752
$3K ﹤0.01%
100
753
$3K ﹤0.01%
396
754
$3K ﹤0.01%
112
755
$3K ﹤0.01%
40
756
$3K ﹤0.01%
279
757
$3K ﹤0.01%
+400
758
$3K ﹤0.01%
29
759
$3K ﹤0.01%
+81
760
$3K ﹤0.01%
68
761
$3K ﹤0.01%
27
762
$3K ﹤0.01%
60
763
$3K ﹤0.01%
80
764
$3K ﹤0.01%
53
765
$3K ﹤0.01%
25
766
$2K ﹤0.01%
25
767
$2K ﹤0.01%
89
768
$2K ﹤0.01%
+30
769
$2K ﹤0.01%
83
770
$2K ﹤0.01%
14
-5
771
$2K ﹤0.01%
24
-39
772
$2K ﹤0.01%
33
773
$2K ﹤0.01%
35
-9
774
$2K ﹤0.01%
35
775
$2K ﹤0.01%
41
29 30
31
32 33