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

Top Buys

1
+$758K
2
+$623K
3
+$364K
4
T icon
AT&T
T
+$343K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$283K

Top Sells

1
+$2.78M
2
+$549K
3
+$264K
4
SHPG
Shire pic
SHPG
+$206K
5
DIS icon
Walt Disney
DIS
+$190K

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%
33
777
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39
778
$2K ﹤0.01%
40
779
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35
780
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35
781
$2K ﹤0.01%
7
782
$2K ﹤0.01%
41
783
$2K ﹤0.01%
100
784
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110
785
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90
786
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787
$2K ﹤0.01%
100
788
$2K ﹤0.01%
+40
789
$2K ﹤0.01%
+75
790
$2K ﹤0.01%
188
791
$2K ﹤0.01%
54
+5
792
$2K ﹤0.01%
50
793
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794
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795
$2K ﹤0.01%
40
796
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29
797
$2K ﹤0.01%
+38
798
$2K ﹤0.01%
56
799
$2K ﹤0.01%
102
800
$2K ﹤0.01%
25
30 31
32
33 34