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 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
50
827
$1K ﹤0.01%
75
828
$1K ﹤0.01%
30
829
$1K ﹤0.01%
44
-6,000
830
$1K ﹤0.01%
11
831
$1K ﹤0.01%
45
832
$1K ﹤0.01%
53
833
$1K ﹤0.01%
6
834
$1K ﹤0.01%
100
835
$1K ﹤0.01%
+40
836
$1K ﹤0.01%
38
837
$1K ﹤0.01%
40
838
$1K ﹤0.01%
18
839
$1K ﹤0.01%
279
840
$1K ﹤0.01%
146
841
$1K ﹤0.01%
+100
842
– –
-222
843
– –
-50
844
– –
-1,000
845
– –
-1,430
846
– –
-542
847
$0 ﹤0.01%
5
848
– –
-372
849
$0 ﹤0.01%
12
850
– –
-750
32 33
34
35 36