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

Top Buys

1
+$758K
2
+$634K
3
+$375K
4
T icon
AT&T
T
+$331K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$292K

Top Sells

1
+$2.97M
2
+$549K
3
+$267K
4
SHPG
Shire pic
SHPG
+$213K
5
DIS icon
Walt Disney
DIS
+$195K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
188
802
$2K ﹤0.01%
54
+5
803
$2K ﹤0.01%
50
804
$2K ﹤0.01%
98
805
$2K ﹤0.01%
51
806
$2K ﹤0.01%
56
807
$2K ﹤0.01%
102
808
$2K ﹤0.01%
25
809
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112
810
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58
811
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32
812
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18
-155
813
$2K ﹤0.01%
27
814
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79
815
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26
-9
816
$2K ﹤0.01%
19
817
$1K ﹤0.01%
44
-6,000
818
$1K ﹤0.01%
11
819
$1K ﹤0.01%
18
820
$1K ﹤0.01%
+100
821
$1K ﹤0.01%
30
822
$1K ﹤0.01%
47
823
$1K ﹤0.01%
20
-21
824
$1K ﹤0.01%
100
825
$1K ﹤0.01%
+20
31 32
33
34 35