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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$652K
2
+$530K
3
+$254K
4
LOW icon
Lowe's Companies
LOW
+$250K
5
GE icon
GE Aerospace
GE
+$221K

Top Sells

1
+$987K
2
+$786K
3
+$452K
4
V icon
Visa
V
+$352K
5
HD icon
Home Depot
HD
+$236K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
56
802
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42
803
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74
804
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25
805
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24
806
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72
807
$2K ﹤0.01%
36
+7
808
$2K ﹤0.01%
36
809
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103
+19
810
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811
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32
-248
812
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55
813
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100
814
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815
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58
816
$2K ﹤0.01%
108
817
$2K ﹤0.01%
47
818
$2K ﹤0.01%
25
819
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22
+4
820
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821
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822
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+19
823
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250
824
$2K ﹤0.01%
+25
825
$2K ﹤0.01%
22
31 32
33
34 35