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
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$623K
3
+$364K
4
T icon
AT&T
T
+$343K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$283K

Top Sells

1
+$2.78M
2
+$549K
3
+$264K
4
SHPG
Shire pic
SHPG
+$206K
5
DIS icon
Walt Disney
DIS
+$190K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
29
802
$2K ﹤0.01%
+38
803
$2K ﹤0.01%
56
804
$2K ﹤0.01%
102
805
$2K ﹤0.01%
25
806
$2K ﹤0.01%
112
807
$2K ﹤0.01%
58
808
$2K ﹤0.01%
32
809
$2K ﹤0.01%
+100
810
$2K ﹤0.01%
18
-155
811
$2K ﹤0.01%
29
812
$2K ﹤0.01%
45
-10
813
$2K ﹤0.01%
18
814
$2K ﹤0.01%
79
815
$2K ﹤0.01%
26
-9
816
$2K ﹤0.01%
19
817
$1K ﹤0.01%
45
818
$1K ﹤0.01%
30
819
$1K ﹤0.01%
47
820
$1K ﹤0.01%
20
-21
821
$1K ﹤0.01%
100
822
$1K ﹤0.01%
+20
823
$1K ﹤0.01%
+42
824
$1K ﹤0.01%
50
825
$1K ﹤0.01%
75
31 32
33
34 35