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
+$172K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$8.78M
3
+$8.02M
4
AMZN icon
Amazon
AMZN
+$2.95M
5
CME icon
CME Group
CME
+$2.33M

Top Sells

1
+$9.81M
2
+$8.71M
3
+$7.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.61M
5
AAPL icon
Apple
AAPL
+$3.47M

Sector Composition

1 Technology 25.61%
2 Healthcare 15.27%
3 Financials 11.38%
4 Communication Services 10.57%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$323K 0.01%
9,680
227
$319K 0.01%
1,000
228
$313K 0.01%
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229
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230
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232
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234
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235
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246
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248
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930
249
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250
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1,378
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