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
76
$734K 0.32%
20,077
+3,341
77
$720K 0.32%
4,592
+249
78
$717K 0.31%
6,405
-53
79
$697K 0.31%
6,615
+93
80
$692K 0.3%
4,947
-485
81
$690K 0.3%
2,840
+546
82
$674K 0.3%
26,346
+972
83
$666K 0.29%
9,749
+438
84
$653K 0.29%
13,191
-250
85
$635K 0.28%
6,123
+284
86
$615K 0.27%
8,470
+1,742
87
$609K 0.27%
11,284
+568
88
$607K 0.27%
9,582
89
$587K 0.26%
4,832
90
$587K 0.26%
8,888
-225
91
$578K 0.25%
5,000
+896
92
$565K 0.25%
6,951
+356
93
$546K 0.24%
6,699
-8
94
$537K 0.24%
495
95
$530K 0.23%
32,250
+3
96
$525K 0.23%
14,722
+1,518
97
$508K 0.22%
29,835
+14,220
98
$504K 0.22%
10,078
+1,033
99
$484K 0.21%
5,219
100
$482K 0.21%
2,494
-86
2 3
4
5 6