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
$2.5B
AUM Growth
-$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$1.79M
3
+$971K
4
NKE icon
Nike
NKE
+$853K
5
MMC icon
Marsh & McLennan
MMC
+$797K

Top Sells

1
+$7.71M
2
+$4.21M
3
+$4.16M
4
AAPL icon
Apple
AAPL
+$2.69M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.78M

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%
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