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%
55
+17
802
$2K ﹤0.01%
+52
803
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38
+8
804
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30
805
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57
806
$2K ﹤0.01%
35
807
$2K ﹤0.01%
49
808
$2K ﹤0.01%
74
809
$2K ﹤0.01%
56
+8
810
$1K ﹤0.01%
+30
811
$1K ﹤0.01%
47
812
$1K ﹤0.01%
20
813
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814
$1K ﹤0.01%
26
-7
815
$1K ﹤0.01%
31
816
$1K ﹤0.01%
+48
817
$1K ﹤0.01%
100
818
$1K ﹤0.01%
25
819
$1K ﹤0.01%
+18
820
$1K ﹤0.01%
16
821
$1K ﹤0.01%
23
-207
822
$1K ﹤0.01%
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823
$1K ﹤0.01%
30
824
$1K ﹤0.01%
108
825
$1K ﹤0.01%
121
31 32
33
34 35