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 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
31
777
$2K ﹤0.01%
+16
778
$2K ﹤0.01%
30
779
$2K ﹤0.01%
+100
780
$2K ﹤0.01%
102
781
$2K ﹤0.01%
+125
782
$2K ﹤0.01%
+148
783
$2K ﹤0.01%
110
784
$2K ﹤0.01%
+102
785
$2K ﹤0.01%
+9
786
$2K ﹤0.01%
33
787
$2K ﹤0.01%
39
788
$2K ﹤0.01%
35
789
$2K ﹤0.01%
35
790
$2K ﹤0.01%
262
791
$2K ﹤0.01%
7
792
$2K ﹤0.01%
41
793
$2K ﹤0.01%
100
794
$2K ﹤0.01%
17
795
$2K ﹤0.01%
110
796
$2K ﹤0.01%
90
797
$2K ﹤0.01%
120
798
$2K ﹤0.01%
100
799
$2K ﹤0.01%
+40
800
$2K ﹤0.01%
+75
30 31
32
33 34