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
126
$366K 0.16%
2,721
-13
127
$365K 0.16%
13,800
128
$360K 0.16%
6,194
+422
129
$358K 0.16%
3,908
130
$355K 0.16%
3,706
131
$355K 0.16%
2,615
+48
132
$352K 0.15%
525
133
$352K 0.15%
12,985
+3,914
134
$351K 0.15%
50,184
+11,347
135
$351K 0.15%
6,776
+40
136
$342K 0.15%
2,088
137
$337K 0.15%
1,416
-107
138
$322K 0.14%
1,776
139
$320K 0.14%
7,195
+949
140
$318K 0.14%
3,159
+450
141
$307K 0.13%
5,546
+1,092
142
$304K 0.13%
4,697
143
$302K 0.13%
2,157
144
$296K 0.13%
1,964
145
$291K 0.13%
2,154
+814
146
$290K 0.13%
4,050
147
$287K 0.13%
4,711
148
$282K 0.12%
1
149
$267K 0.12%
2,416
-14
150
$266K 0.12%
44,880
4 5
6
7 8