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
$2.61B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$5.4M
3
+$2.16M
4
AMZN icon
Amazon
AMZN
+$2.12M
5
GEHC icon
GE HealthCare
GEHC
+$593K

Top Sells

1
+$9.15M
2
+$6.19M
3
+$6.16M
4
ABT icon
Abbott
ABT
+$6.03M
5
PG icon
Procter & Gamble
PG
+$6M

Sector Composition

1 Technology 27.61%
2 Healthcare 16.72%
3 Financials 9.99%
4 Industrials 9.63%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$253K 0.01%
7,380
-500
227
$253K 0.01%
1,599
228
$245K 0.01%
7,365
229
$244K 0.01%
2,214
230
$232K 0.01%
1,496
231
$229K 0.01%
3,022
232
$226K 0.01%
4,530
233
$214K 0.01%
+875
234
$209K 0.01%
+3,435
235
$209K 0.01%
2,271
-121
236
$208K 0.01%
4,573
237
$207K 0.01%
+3,400
238
$207K 0.01%
+3,955
239
$207K 0.01%
866
240
$206K 0.01%
5,500
-417
241
$202K 0.01%
+1,181
242
$187K 0.01%
14,845
-450
243
$128K ﹤0.01%
+10,300
244
$126K ﹤0.01%
10,000
245
$96.7K ﹤0.01%
941
246
$27.2K ﹤0.01%
18,778
247
– –
-4,600
248
– –
-15,492
249
– –
-3,105
250
– –
-812
7 8 9
10
11