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
$2.97B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$9.97M
3
+$4.68M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.78M
5
GM icon
General Motors
GM
+$2.76M

Top Sells

1
+$10.5M
2
+$8.77M
3
+$7.05M
4
HD icon
Home Depot
HD
+$6.37M
5
BAC icon
Bank of America
BAC
+$5.91M

Sector Composition

1 Technology 25.1%
2 Healthcare 15.08%
3 Financials 10.95%
4 Communication Services 10.48%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$346K 0.01%
7,801
-1,256
227
$335K 0.01%
970
-60
228
$332K 0.01%
4,034
-1,477
229
$329K 0.01%
2,825
-250
230
$329K 0.01%
9,680
-149
231
$320K 0.01%
941
232
$311K 0.01%
2,428
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233
$305K 0.01%
3,654
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234
$302K 0.01%
4,984
-1,401
235
$297K 0.01%
1,649
-65
236
$292K 0.01%
730
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237
$288K 0.01%
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238
$288K 0.01%
4,600
239
$288K 0.01%
6,300
240
$286K 0.01%
5,573
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241
$284K 0.01%
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242
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243
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1,325
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244
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3,000
245
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246
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1,450
-600
247
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248
$265K 0.01%
2,105
249
$264K 0.01%
3,948
-1,431
250
$263K 0.01%
2,206
-661
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10
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