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
101
$477K 0.21%
13,910
+275
102
$469K 0.21%
7,262
+572
103
$467K 0.2%
4,159
-6
104
$464K 0.2%
1,682
105
$457K 0.2%
19,995
106
$453K 0.2%
1,994
107
$447K 0.2%
5,216
-26
108
$445K 0.2%
10,848
+1,056
109
$440K 0.19%
5,290
-168
110
$438K 0.19%
2,882
111
$437K 0.19%
5,341
+996
112
$433K 0.19%
9,932
+901
113
$430K 0.19%
3,065
+148
114
$428K 0.19%
8,688
+772
115
$428K 0.19%
11,746
+472
116
$413K 0.18%
4,223
117
$406K 0.18%
2,434
-210
118
$392K 0.17%
4,102
-495
119
$388K 0.17%
4,653
120
$386K 0.17%
7,672
+1,564
121
$384K 0.17%
2,428
+124
122
$376K 0.16%
2,656
+65
123
$375K 0.16%
+25,700
124
$373K 0.16%
3,821
+684
125
$369K 0.16%
12,933
-735
3 4
5
6 7