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
176
$194K 0.1%
5,616
-233
177
$191K 0.1%
2,926
+40
178
$185K 0.1%
1,485
179
$182K 0.1%
3,383
+613
180
$182K 0.1%
1,534
181
$181K 0.1%
3,966
+1
182
$181K 0.1%
1,411
-64
183
$180K 0.1%
792
+152
184
$174K 0.09%
3,161
-2,650
185
$174K 0.09%
1,859
-44
186
$174K 0.09%
1,966
187
$173K 0.09%
1,425
+982
188
$171K 0.09%
2,198
-708
189
$167K 0.09%
1,565
190
$166K 0.09%
1,571
+38
191
$166K 0.09%
3,055
+96
192
$166K 0.09%
3,606
+402
193
$165K 0.09%
3,727
+427
194
$162K 0.09%
1,398
195
$162K 0.09%
948
196
$158K 0.08%
3,390
197
$156K 0.08%
2,937
+200
198
$154K 0.08%
1,236
+13
199
$154K 0.08%
5,816
200
$149K 0.08%
2,331
+29
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8
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