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
826
$1K ﹤0.01%
100
827
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18
-172
828
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25
829
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18
830
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831
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832
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+20
833
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834
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835
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7
836
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837
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44
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838
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+36
839
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37
840
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+43
841
$1K ﹤0.01%
28
842
$1K ﹤0.01%
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843
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844
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845
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30
846
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847
$1K ﹤0.01%
19
848
$1K ﹤0.01%
29
849
$1K ﹤0.01%
+100
850
$1K ﹤0.01%
58
32 33
34
35 36