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
176
$194K 0.09%
3,803
+341
177
$193K 0.08%
1,000
178
$193K 0.08%
1,133
+132
179
$192K 0.08%
2,765
180
$191K 0.08%
3,000
181
$187K 0.08%
1,998
-1,017
182
$187K 0.08%
1,506
183
$186K 0.08%
630
184
$186K 0.08%
2,541
-90
185
$186K 0.08%
2,892
-467
186
$185K 0.08%
7,064
+1,500
187
$185K 0.08%
3,412
188
$185K 0.08%
1,378
189
$183K 0.08%
3,268
+815
190
$181K 0.08%
2,710
191
$179K 0.08%
1,966
192
$179K 0.08%
1,628
193
$178K 0.08%
597
194
$173K 0.08%
52,662
-1,466
195
$172K 0.08%
7,583
196
$172K 0.08%
6,370
+1,073
197
$169K 0.07%
4,010
198
$168K 0.07%
+1,000
199
$167K 0.07%
20,851
+4,452
200
$167K 0.07%
1,255
6 7
8
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