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 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
72
777
$2K ﹤0.01%
34
778
$2K ﹤0.01%
36
+8
779
$2K ﹤0.01%
84
780
$2K ﹤0.01%
49
781
$2K ﹤0.01%
55
782
$2K ﹤0.01%
38
783
$2K ﹤0.01%
42
784
$2K ﹤0.01%
72
785
$2K ﹤0.01%
25
786
$2K ﹤0.01%
25
787
$2K ﹤0.01%
63
-3
788
$2K ﹤0.01%
89
789
$2K ﹤0.01%
83
790
$2K ﹤0.01%
19
791
$2K ﹤0.01%
33
792
$2K ﹤0.01%
35
793
$2K ﹤0.01%
41
794
$2K ﹤0.01%
38
795
$2K ﹤0.01%
100
796
$2K ﹤0.01%
35
797
$2K ﹤0.01%
62
798
$2K ﹤0.01%
110
799
$2K ﹤0.01%
66
800
$2K ﹤0.01%
+29
30 31
32
33 34