YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
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
948
New
Increased
Reduced
Closed

Top Buys

1
+$356K
2
+$229K
3
+$205K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$185K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$152K

Top Sells

1
+$3.64M
2
+$849K
3
+$515K
4
T icon
AT&T
T
+$336K
5
PFE icon
Pfizer
PFE
+$282K

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%
35
802
$2K ﹤0.01%
49
803
$2K ﹤0.01%
+42
804
$2K ﹤0.01%
38
-18
805
$2K ﹤0.01%
121
806
$2K ﹤0.01%
84
807
$2K ﹤0.01%
61
808
$2K ﹤0.01%
61
+22
809
$2K ﹤0.01%
43
810
$2K ﹤0.01%
74
811
$2K ﹤0.01%
25
812
$2K ﹤0.01%
24
813
$2K ﹤0.01%
24
814
$2K ﹤0.01%
49
815
$2K ﹤0.01%
55
816
$2K ﹤0.01%
21
-226
817
$2K ﹤0.01%
47
818
$2K ﹤0.01%
25
-3
819
$2K ﹤0.01%
27
820
$2K ﹤0.01%
45
821
$1K ﹤0.01%
55
822
$1K ﹤0.01%
8
823
$1K ﹤0.01%
25
-1
824
$1K ﹤0.01%
31
825
$1K ﹤0.01%
48
31 32
33
34 35