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
$188M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$225K
3
+$210K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$188K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$152K

Top Sells

1
+$3.68M
2
+$802K
3
+$498K
4
T icon
AT&T
T
+$328K
5
PFE icon
Pfizer
PFE
+$287K

Sector Composition

1 Financials 17.5%
2 Technology 14.62%
3 Healthcare 13.2%
4 Consumer Discretionary 10.33%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
14
-3
802
$2K ﹤0.01%
62
803
$2K ﹤0.01%
75
804
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100
805
$2K ﹤0.01%
61
+22
806
$2K ﹤0.01%
43
807
$2K ﹤0.01%
24
808
$2K ﹤0.01%
24
809
$2K ﹤0.01%
37
810
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21
-226
811
$2K ﹤0.01%
47
812
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25
-3
813
$2K ﹤0.01%
27
814
$2K ﹤0.01%
45
815
$2K ﹤0.01%
100
816
$2K ﹤0.01%
70
817
$2K ﹤0.01%
+250
818
$2K ﹤0.01%
24
819
$2K ﹤0.01%
63
820
$2K ﹤0.01%
22
+4
821
$1K ﹤0.01%
36
+6
822
$1K ﹤0.01%
47
823
$1K ﹤0.01%
100
824
$1K ﹤0.01%
22
825
$1K ﹤0.01%
25
-1
31 32
33
34 35