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
201
$167K 0.07%
2,385
202
$162K 0.07%
7,526
+1,600
203
$157K 0.07%
4,875
-8,298
204
$156K 0.07%
5,440
205
$156K 0.07%
4,275
+965
206
$155K 0.07%
4,566
-103
207
$154K 0.07%
1,706
208
$153K 0.07%
1,015
+18
209
$153K 0.07%
2,342
-48
210
$152K 0.07%
2,644
211
$152K 0.07%
2,088
212
$151K 0.07%
1,159
+9
213
$150K 0.07%
1,261
214
$149K 0.07%
1,365
215
$149K 0.07%
1,373
216
$149K 0.07%
515
217
$148K 0.06%
2,166
+4
218
$148K 0.06%
1,405
+37
219
$147K 0.06%
8,603
220
$145K 0.06%
10,224
-708
221
$145K 0.06%
1,294
+44
222
$145K 0.06%
1,399
223
$144K 0.06%
1,074
-34
224
$143K 0.06%
1,681
225
$143K 0.06%
1,814
-225
7 8
9
10 11