PWLP

Prio Wealth Limited Partnership Portfolio holdings

AUM $3.41B
1-Year Est. Return 44.09%
This Quarter Est. Return
1 Year Est. Return
+44.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$22.9M
3 +$12M
4
GS icon
Goldman Sachs
GS
+$4.38M
5
COF icon
Capital One
COF
+$1.79M

Top Sells

1 +$28.5M
2 +$15.7M
3 +$8.72M
4
BMO icon
Bank of Montreal
BMO
+$4.41M
5
GLD icon
SPDR Gold Trust
GLD
+$3.83M

Sector Composition

1 Technology 18.43%
2 Healthcare 14.09%
3 Energy 11.52%
4 Industrials 11.38%
5 Financials 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$258K 0.01%
3,640
227
$257K 0.01%
7,024
228
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229
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238
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242
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248
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249
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250
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7,175
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