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
$2B
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$7.41M
3
+$3.68M
4
KMI icon
Kinder Morgan
KMI
+$2.81M
5
WYNN icon
Wynn Resorts
WYNN
+$2.3M

Top Sells

1
+$9.6M
2
+$6.07M
3
+$5.86M
4
MCD icon
McDonald's
MCD
+$4.1M
5
IBM icon
IBM
IBM
+$2.28M

Sector Composition

1 Technology 20.89%
2 Financials 15.11%
3 Healthcare 14.21%
4 Industrials 10.71%
5 Consumer Staples 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$205K 0.01%
+2,710
252
$203K 0.01%
2,900
253
$195K 0.01%
6,900
-200
254
$177K 0.01%
+2,025
255
$172K 0.01%
11,367
256
$148K 0.01%
15,000
257
$146K 0.01%
13,030
258
$107K 0.01%
+10,000
259
$71K ﹤0.01%
6,444
260
$39K ﹤0.01%
10,000
261
$1K ﹤0.01%
10,000
262
– –
-2,367
263
– –
-2,800
264
– –
-65,070
265
– –
-5,846
266
– –
-6,745
7 8 9 10
11