PWLP

Prio Wealth Limited Partnership Portfolio holdings

AUM $3.41B
1-Year Est. Return 44.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.5B
AUM Growth
-$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$1.92M
3
+$1.14M
4
NKE icon
Nike
NKE
+$987K
5
MRSH
Marsh
MRSH
+$823K

Top Sells

1
+$7.81M
2
+$4.4M
3
+$4.17M
4
AAPL icon
Apple
AAPL
+$2.98M
5
AVGO icon
Broadcom
AVGO
+$1.96M

Sector Composition

1 Technology 25.26%
2 Healthcare 18.29%
3 Financials 10.32%
4 Consumer Staples 9.31%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$58K ﹤0.01%
833
252
$24K ﹤0.01%
18,778
253
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268
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-4,784
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