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
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$634K
3
+$375K
4
T icon
AT&T
T
+$331K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$292K

Top Sells

1
+$2.97M
2
+$549K
3
+$267K
4
SHPG
Shire pic
SHPG
+$213K
5
DIS icon
Walt Disney
DIS
+$195K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
35
777
$2K ﹤0.01%
35
778
$2K ﹤0.01%
262
779
$2K ﹤0.01%
7
780
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41
781
$2K ﹤0.01%
100
782
$2K ﹤0.01%
17
783
$2K ﹤0.01%
110
784
$2K ﹤0.01%
90
785
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120
786
$2K ﹤0.01%
100
787
$2K ﹤0.01%
+40
788
$2K ﹤0.01%
+75
789
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790
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54
+5
791
$2K ﹤0.01%
50
792
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98
793
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51
794
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37
795
$2K ﹤0.01%
32
-16
796
$2K ﹤0.01%
80
797
$2K ﹤0.01%
40
798
$2K ﹤0.01%
29
799
$2K ﹤0.01%
+38
800
$2K ﹤0.01%
56
30 31
32
33 34