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
$2.13B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$5.35M
3
+$4.96M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.63M
5
XYL icon
Xylem
XYL
+$4.02M

Top Sells

1
+$4.49M
2
+$3.26M
3
+$2.54M
4
ABT icon
Abbott
ABT
+$2.32M
5
CRM icon
Salesforce
CRM
+$2.28M

Sector Composition

1 Technology 20.36%
2 Healthcare 18.14%
3 Financials 11.25%
4 Industrials 10.08%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$223K 0.01%
+6,156
227
$221K 0.01%
+2,050
228
$219K 0.01%
+4,875
229
$216K 0.01%
+2,692
230
$215K 0.01%
+7,500
231
$208K 0.01%
+2,327
232
$204K 0.01%
+1,138
233
$204K 0.01%
+2,165
234
$203K 0.01%
+1,333
235
$201K 0.01%
+4,485
236
$196K 0.01%
12,025
237
$123K 0.01%
941
238
$97K ﹤0.01%
11,201
-4,010
239
$35K ﹤0.01%
860
240
– –
-737
241
– –
-11,200
6 7 8 9
10