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
$191M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$527K
3
+$520K
4
ENB icon
Enbridge
ENB
+$434K
5
JNJ icon
Johnson & Johnson
JNJ
+$376K

Top Sells

1
+$699K
2
+$628K
3
+$475K
4
SE
Spectra Energy Corp Wi
SE
+$430K
5
BKNG icon
Booking.com
BKNG
+$385K

Sector Composition

1 Financials 16.45%
2 Technology 14.37%
3 Healthcare 12.46%
4 Communication Services 10.44%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
24
-5
802
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18
803
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68
-11
804
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48
+10
805
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150
806
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60
807
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55
+17
808
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+52
809
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38
+8
810
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28
811
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16
812
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813
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16
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815
$1K ﹤0.01%
7
816
$1K ﹤0.01%
30
817
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108
818
$1K ﹤0.01%
121
819
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61
820
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37
-19
821
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822
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+39
823
$1K ﹤0.01%
77
824
$1K ﹤0.01%
53
825
$1K ﹤0.01%
56
31 32
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34 35