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
$188M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$225K
3
+$210K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$188K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$152K

Top Sells

1
+$3.68M
2
+$802K
3
+$498K
4
T icon
AT&T
T
+$328K
5
PFE icon
Pfizer
PFE
+$287K

Sector Composition

1 Financials 17.5%
2 Technology 14.62%
3 Healthcare 13.2%
4 Consumer Discretionary 10.33%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$251K 0.13%
4,569
+125
152
$243K 0.13%
28,543
+2,173
153
$240K 0.13%
1,789
-260
154
$239K 0.13%
5,247
-159
155
$237K 0.13%
5,481
156
$236K 0.13%
1,731
157
$236K 0.13%
2,254
+106
158
$231K 0.12%
2,956
159
$225K 0.12%
2,871
-300
160
$225K 0.12%
+1,980
161
$222K 0.12%
4,613
+749
162
$222K 0.12%
5,154
+195
163
$220K 0.12%
7,018
-500
164
$218K 0.12%
2,619
-50
165
$213K 0.11%
1,987
166
$212K 0.11%
1,291
+116
167
$210K 0.11%
1,381
168
$207K 0.11%
1,458
+20
169
$206K 0.11%
3,170
170
$206K 0.11%
1,634
171
$199K 0.11%
3,816
-175
172
$198K 0.11%
992
+5
173
$197K 0.1%
2,157
174
$197K 0.1%
2,783
-550
175
$197K 0.1%
1,410
5 6
7
8 9