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
826
$2K ﹤0.01%
87
-19
827
$2K ﹤0.01%
60
828
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8
829
$2K ﹤0.01%
31
-7
830
$1K ﹤0.01%
7
831
$1K ﹤0.01%
+10
832
$1K ﹤0.01%
47
833
$1K ﹤0.01%
43
-3,929
834
$1K ﹤0.01%
16
835
$1K ﹤0.01%
20
836
$1K ﹤0.01%
50
-53
837
$1K ﹤0.01%
16
838
$1K ﹤0.01%
108
839
$1K ﹤0.01%
37
840
$1K ﹤0.01%
43
841
$1K ﹤0.01%
37
842
$1K ﹤0.01%
25
843
$1K ﹤0.01%
+14
844
$1K ﹤0.01%
18
845
$1K ﹤0.01%
75
846
$1K ﹤0.01%
16
847
$1K ﹤0.01%
53
848
$1K ﹤0.01%
6
849
$1K ﹤0.01%
38
850
$1K ﹤0.01%
40
32 33
34
35 36