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
$2.18B
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$15.1M
3
+$9.83M
4
INTC icon
Intel
INTC
+$3.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.54M

Top Sells

1
+$93M
2
+$13.6M
3
+$11.9M
4
ORCL icon
Oracle
ORCL
+$7.02M
5
PFE icon
Pfizer
PFE
+$6.66M

Sector Composition

1 Technology 22.17%
2 Healthcare 17.16%
3 Financials 10.79%
4 Industrials 9.78%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$202K 0.01%
+1,225
252
$202K 0.01%
2,650
253
$201K 0.01%
+2,562
254
$200K 0.01%
+4,100
255
$97K ﹤0.01%
+173,240
256
$37K ﹤0.01%
941
257
– –
-3,698
258
– –
-9,856
259
– –
-860
260
– –
-7,500
261
– –
-4,264
262
– –
-1,527
263
– –
-2,100
264
– –
-9,135
7 8 9 10
11