PWLP
Prio Wealth Limited Partnership Portfolio holdings
AUM
$3.41B
1-Year Return
44.09%
This Quarter Return
+6.02%
1 Year Return
+44.09%
3 Year Return
+59.95%
5 Year Return
+161.28%
10 Year Return
+354.3%
AUM
$2.77B
AUM Growth
+$111M
(+4.2%)
Cap. Flow
-$20M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
34.9%
Holding
283
New
8
Increased
53
Reduced
143
Closed
10
Top Buys
| 1 |
NVIDIA
NVDA
|
+$24.5M |
| 2 |
General Motors
GM
|
+$16.3M |
| 3 |
Intuit
INTU
|
+$9.5M |
| 4 |
Estee Lauder
EL
|
+$5.28M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$4.98M |
Top Sells
| 1 |
Apple
AAPL
|
+$11.5M |
| 2 |
Deere & Co
DE
|
+$10.9M |
| 3 |
Broadcom
AVGO
|
+$10.1M |
| 4 |
SIVB
SVB Financial Group
SIVB
|
+$8.61M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$8.25M |
Sector Composition
| 1 | Technology | 24.43% |
| 2 | Healthcare | 15.78% |
| 3 | Financials | 10.98% |
| 4 | Communication Services | 10.25% |
| 5 | Industrials | 9.64% |
