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
$191M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$527K
3
+$520K
4
ENB icon
Enbridge
ENB
+$434K
5
JNJ icon
Johnson & Johnson
JNJ
+$376K

Top Sells

1
+$699K
2
+$628K
3
+$475K
4
SE
Spectra Energy Corp Wi
SE
+$430K
5
BKNG icon
Booking.com
BKNG
+$385K

Sector Composition

1 Financials 16.45%
2 Technology 14.37%
3 Healthcare 12.46%
4 Communication Services 10.44%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
84
777
$2K ﹤0.01%
+49
778
$2K ﹤0.01%
35
779
$2K ﹤0.01%
80
780
$2K ﹤0.01%
43
781
$2K ﹤0.01%
42
782
$2K ﹤0.01%
72
-1
783
$2K ﹤0.01%
34
784
$2K ﹤0.01%
66
+3
785
$2K ﹤0.01%
25
786
$2K ﹤0.01%
24
787
$2K ﹤0.01%
+24
788
$2K ﹤0.01%
+72
789
$2K ﹤0.01%
279
790
$2K ﹤0.01%
+34
791
$2K ﹤0.01%
90
792
$2K ﹤0.01%
+84
793
$2K ﹤0.01%
55
794
$2K ﹤0.01%
37
795
$2K ﹤0.01%
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796
$2K ﹤0.01%
28
797
$2K ﹤0.01%
27
798
$2K ﹤0.01%
45
799
$2K ﹤0.01%
100
800
$2K ﹤0.01%
70
30 31
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