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
$218M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.14M
3
+$1.04M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$996K
5
NOW icon
ServiceNow
NOW
+$892K

Top Sells

1
+$1.45M
2
+$1.32M
3
+$802K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$545K
5
STI
SunTrust Banks, Inc.
STI
+$399K

Sector Composition

1 Financials 19.64%
2 Technology 18.87%
3 Healthcare 10.68%
4 Communication Services 9.69%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$752K 0.34%
5,630
+7
77
$741K 0.34%
2,522
78
$728K 0.33%
37,689
+945
79
$716K 0.33%
3,258
+97
80
$697K 0.32%
7,508
+41
81
$694K 0.32%
14,467
-678
82
$684K 0.31%
5,498
-44
83
$676K 0.31%
7,906
+127
84
$668K 0.31%
4,293
+91
85
$648K 0.3%
6,125
-274
86
$634K 0.29%
11,329
+641
87
$607K 0.28%
11,029
+508
88
$601K 0.28%
6,410
+558
89
$587K 0.27%
4,302
90
$584K 0.27%
2,953
+235
91
$578K 0.26%
2,776
-120
92
$562K 0.26%
14,193
+630
93
$552K 0.25%
1,098
+23
94
$551K 0.25%
7,609
-90
95
$549K 0.25%
480
96
$546K 0.25%
3,421
+132
97
$536K 0.25%
4,600
+425
98
$528K 0.24%
1,778
-243
99
$527K 0.24%
13,252
+1,033
100
$518K 0.24%
3,763
-786
2 3
4
5 6