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
$2.18B
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$15.1M
3
+$9.83M
4
INTC icon
Intel
INTC
+$3.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.54M

Top Sells

1
+$93M
2
+$13.6M
3
+$11.9M
4
ORCL icon
Oracle
ORCL
+$7.02M
5
PFE icon
Pfizer
PFE
+$6.66M

Sector Composition

1 Technology 22.17%
2 Healthcare 17.16%
3 Financials 10.79%
4 Industrials 9.78%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$256K 0.01%
2,360
227
$254K 0.01%
8,804
-6,185
228
$253K 0.01%
+2,914
229
$253K 0.01%
2,050
230
$246K 0.01%
4,585
231
$245K 0.01%
3,000
232
$244K 0.01%
1,225
233
$242K 0.01%
3,369
-116
234
$241K 0.01%
2,605
235
$239K 0.01%
+2,240
236
$234K 0.01%
1,400
237
$224K 0.01%
+1,928
238
$216K 0.01%
6,156
239
$215K 0.01%
2,165
240
$214K 0.01%
4,823
-149,666
241
$214K 0.01%
5,162
242
$212K 0.01%
1,121
243
$211K 0.01%
1,373
-13
244
$209K 0.01%
2,327
245
$209K 0.01%
1,000
246
$206K 0.01%
2,692
247
$206K 0.01%
+2,707
248
$204K 0.01%
4,485
249
$203K 0.01%
+2,000
250
$202K 0.01%
5,326
-85
7 8 9
10
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