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
926
$0 ﹤0.01%
6
927
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250
928
$0 ﹤0.01%
1
929
– –
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930
$0 ﹤0.01%
25
931
– –
-406
932
$0 ﹤0.01%
7
933
– –
-24
934
– –
-99
935
– –
-614
936
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-34
937
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938
$0 ﹤0.01%
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939
$0 ﹤0.01%
4
940
$0 ﹤0.01%
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941
$0 ﹤0.01%
5
942
– –
-9,491
943
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944
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-104
945
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946
– –
0
947
$0 ﹤0.01%
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948
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949
$0 ﹤0.01%
3
950
– –
-1,700
35 36 37
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