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
$2.49B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$11.7M
3 +$2.14M
4
GM icon
General Motors
GM
+$1.35M
5
ALC icon
Alcon
ALC
+$1.23M

Top Sells

1 +$6.55M
2 +$4.33M
3 +$3.85M
4
SNN icon
Smith & Nephew
SNN
+$3.34M
5
DIS icon
Walt Disney
DIS
+$2.89M

Sector Composition

1 Technology 23.78%
2 Healthcare 18.94%
3 Financials 10.93%
4 Industrials 10.37%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-833
252
-4,424
253
-8,955