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
$3.46B
AUM Growth
+$551M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.9M
3
+$12.5M
4
JPM icon
JPMorgan Chase
JPM
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$11.8M
2
+$11M
3
+$9.29M
4
AVGO icon
Broadcom
AVGO
+$5.39M
5
SPLK
Splunk Inc
SPLK
+$4.06M

Sector Composition

1 Technology 29.7%
2 Healthcare 15.59%
3 Financials 10.24%
4 Industrials 9.64%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$315K 0.01%
7,365
227
$308K 0.01%
703
+133
228
$308K 0.01%
1,559
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229
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230
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231
$289K 0.01%
+4,760
232
$280K 0.01%
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233
$278K 0.01%
825
234
$277K 0.01%
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235
$271K 0.01%
1,658
-10
236
$269K 0.01%
750
237
$266K 0.01%
2,970
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238
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239
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240
$260K 0.01%
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241
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+13,988
242
$255K 0.01%
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243
$255K 0.01%
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245
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246
$250K 0.01%
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247
$247K 0.01%
4,306
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248
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249
$235K 0.01%
4,647
250
$234K 0.01%
+1,384
8 9
10
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