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
101
$517K 0.24%
9,292
+149
102
$517K 0.24%
3,122
-380
103
$505K 0.23%
2,616
+105
104
$505K 0.23%
43,472
-22,016
105
$493K 0.23%
2,764
106
$489K 0.22%
11,615
+1,710
107
$486K 0.22%
9,537
+456
108
$480K 0.22%
11,004
+148
109
$475K 0.22%
5,147
+138
110
$470K 0.22%
4,235
+85
111
$467K 0.21%
5,696
+1,009
112
$458K 0.21%
3,561
113
$447K 0.2%
32,211
114
$438K 0.2%
5,736
115
$425K 0.19%
4,800
+295
116
$419K 0.19%
10,726
+4,054
117
$417K 0.19%
3,508
118
$412K 0.19%
4,042
+285
119
$406K 0.19%
4,493
+75
120
$404K 0.19%
13,076
121
$398K 0.18%
7,397
+1,166
122
$389K 0.18%
7,348
-27,303
123
$388K 0.18%
1,190
-115
124
$387K 0.18%
3,414
-35
125
$375K 0.17%
1,000
3 4
5
6 7