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 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
110
802
$2K ﹤0.01%
66
803
$2K ﹤0.01%
+29
804
$2K ﹤0.01%
14
-3
805
$2K ﹤0.01%
62
806
$2K ﹤0.01%
75
807
$2K ﹤0.01%
100
808
$2K ﹤0.01%
38
-18
809
$2K ﹤0.01%
121
810
$2K ﹤0.01%
84
811
$2K ﹤0.01%
61
812
$2K ﹤0.01%
80
813
$2K ﹤0.01%
61
+22
814
$2K ﹤0.01%
43
815
$2K ﹤0.01%
72
816
$2K ﹤0.01%
34
817
$2K ﹤0.01%
36
+8
818
$2K ﹤0.01%
84
819
$2K ﹤0.01%
49
820
$2K ﹤0.01%
55
821
$1K ﹤0.01%
+100
822
$1K ﹤0.01%
108
823
$1K ﹤0.01%
36
+6
824
$1K ﹤0.01%
44
-51
825
$1K ﹤0.01%
31
31 32
33
34 35