PWLP
Prio Wealth Limited Partnership Portfolio holdings
AUM
$3.41B
1-Year Return
44.09%
This Quarter Return
+11.79%
1 Year Return
+44.09%
3 Year Return
+59.95%
5 Year Return
+161.28%
10 Year Return
+354.3%
AUM
$2.4B
AUM Growth
+$236M
(+11%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
39.06%
Holding
267
New
15
Increased
69
Reduced
95
Closed
4
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$5.85M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$5.3M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$4.04M |
| 4 |
Johnson & Johnson
JNJ
|
$3.06M |
| 5 |
Visa
V
|
$2.89M |
Top Sells
| 1 |
Intel
INTC
|
$7.11M |
| 2 |
Apple
AAPL
|
$5.02M |
| 3 |
TotalEnergies
TTE
|
$3.12M |
| 4 |
Home Depot
HD
|
$1.69M |
| 5 |
Schlumberger
SLB
|
$1.5M |
Sector Composition
| 1 | Technology | 26.6% |
| 2 | Healthcare | 17.88% |
| 3 | Communication Services | 9.21% |
| 4 | Financials | 8.98% |
| 5 | Industrials | 8.91% |
