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
151
$263K 0.12%
856
152
$256K 0.11%
3,672
-112
153
$255K 0.11%
4,498
-397
154
$250K 0.11%
1,209
155
$249K 0.11%
3,086
-191
156
$246K 0.11%
2,774
+632
157
$244K 0.11%
5,997
+132
158
$241K 0.11%
4,541
+111
159
$237K 0.1%
1,800
160
$236K 0.1%
4,975
161
$230K 0.1%
5,351
+521
162
$229K 0.1%
24,192
+1,400
163
$227K 0.1%
1,235
164
$224K 0.1%
43,245
+9,158
165
$224K 0.1%
+800
166
$221K 0.1%
2,781
-586
167
$219K 0.1%
5,966
168
$218K 0.1%
4,500
169
$215K 0.09%
2,941
+83
170
$214K 0.09%
5,430
+651
171
$209K 0.09%
4,512
-96
172
$200K 0.09%
908
+34
173
$198K 0.09%
4,464
174
$198K 0.09%
3,349
-26
175
$198K 0.09%
2,523
+433
5 6
7
8 9