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
876
$1K ﹤0.01%
95
877
$1K ﹤0.01%
52
-3
878
$1K ﹤0.01%
44
879
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-414
880
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-203
881
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-40
882
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-291
883
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-1,143
884
– –
-1,108
885
$0 ﹤0.01%
4
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886
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887
$0 ﹤0.01%
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888
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889
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-891
890
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891
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-17,741
892
$0 ﹤0.01%
3
893
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894
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895
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-38
896
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897
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898
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-912
899
$0 ﹤0.01%
30
900
– –
-359
34 35
36
37 38