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
$191M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$527K
3
+$520K
4
ENB icon
Enbridge
ENB
+$434K
5
JNJ icon
Johnson & Johnson
JNJ
+$376K

Top Sells

1
+$699K
2
+$628K
3
+$475K
4
SE
Spectra Energy Corp Wi
SE
+$430K
5
BKNG icon
Booking.com
BKNG
+$385K

Sector Composition

1 Financials 16.45%
2 Technology 14.37%
3 Healthcare 12.46%
4 Communication Services 10.44%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
61
827
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37
-19
828
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829
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16
830
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831
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45
832
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833
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834
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835
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836
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837
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838
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839
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840
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30
841
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842
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844
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845
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19
846
$1K ﹤0.01%
+29
847
$1K ﹤0.01%
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848
$1K ﹤0.01%
175
849
$1K ﹤0.01%
58
850
$1K ﹤0.01%
66
32 33
34
35 36