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
$188M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$225K
3
+$210K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$188K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$152K

Top Sells

1
+$3.68M
2
+$802K
3
+$498K
4
T icon
AT&T
T
+$328K
5
PFE icon
Pfizer
PFE
+$287K

Sector Composition

1 Financials 17.5%
2 Technology 14.62%
3 Healthcare 13.2%
4 Consumer Discretionary 10.33%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
+21
852
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38
853
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40
854
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30
855
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16
856
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41
857
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37
858
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18
859
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19
860
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29
861
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58
862
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66
863
$1K ﹤0.01%
+13
864
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18
865
$1K ﹤0.01%
25
866
$1K ﹤0.01%
37
867
$1K ﹤0.01%
21
-4
868
$1K ﹤0.01%
100
869
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34
870
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20
871
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95
872
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55
873
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8
874
$1K ﹤0.01%
44
875
– –
-20
33 34
35
36 37