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
776
$2K ﹤0.01%
61
777
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36
778
$2K ﹤0.01%
66
779
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11
-3
780
$2K ﹤0.01%
42
781
$2K ﹤0.01%
+188
782
$2K ﹤0.01%
121
783
$2K ﹤0.01%
36
784
$2K ﹤0.01%
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785
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46
+15
786
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25
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787
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25
788
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789
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+30
790
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791
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14
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792
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35
-9
795
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35
796
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41
797
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100
798
$2K ﹤0.01%
35
799
$2K ﹤0.01%
62
800
$2K ﹤0.01%
+32
30 31
32
33 34