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 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$0 ﹤0.01%
66
852
$0 ﹤0.01%
6
853
– –
-250
854
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855
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+3
856
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857
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858
$0 ﹤0.01%
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859
– –
-2,266
860
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861
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0
862
$0 ﹤0.01%
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863
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864
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-5,695
865
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866
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867
$0 ﹤0.01%
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-69
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869
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870
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-854
871
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872
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-450
873
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-1,430
874
– –
-542
875
$0 ﹤0.01%
5
33 34
35
36 37