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
$2B
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$7.41M
3
+$3.68M
4
KMI icon
Kinder Morgan
KMI
+$2.81M
5
WYNN icon
Wynn Resorts
WYNN
+$2.3M

Top Sells

1
+$9.6M
2
+$6.07M
3
+$5.86M
4
MCD icon
McDonald's
MCD
+$4.1M
5
IBM icon
IBM
IBM
+$2.28M

Sector Composition

1 Technology 20.89%
2 Financials 15.11%
3 Healthcare 14.21%
4 Industrials 10.71%
5 Consumer Staples 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$260K 0.01%
4,000
227
$255K 0.01%
3,612
228
$255K 0.01%
+2,534
229
$250K 0.01%
+9,000
230
$247K 0.01%
3,135
231
$244K 0.01%
6,318
232
$244K 0.01%
4,392
233
$242K 0.01%
3,520
-180
234
$241K 0.01%
6,500
235
$240K 0.01%
2,896
236
$238K 0.01%
+2,355
237
$237K 0.01%
2,930
+210
238
$235K 0.01%
10,000
239
$233K 0.01%
5,940
240
$233K 0.01%
+5,512
241
$233K 0.01%
6,174
+300
242
$228K 0.01%
2,188
243
$227K 0.01%
2,831
-130
244
$226K 0.01%
+3,219
245
$217K 0.01%
+3,584
246
$217K 0.01%
+8,136
247
$212K 0.01%
1,000
248
$211K 0.01%
4,600
249
$210K 0.01%
+3,063
250
$207K 0.01%
+1,886
7 8 9
10
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