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

Top Buys

1
+$12M
2
+$11.8M
3
+$2.53M
4
GM icon
General Motors
GM
+$1.49M
5
ALC icon
Alcon
ALC
+$1.15M

Top Sells

1
+$7.2M
2
+$3.99M
3
+$3.63M
4
DIS icon
Walt Disney
DIS
+$3.18M
5
SNN icon
Smith & Nephew
SNN
+$3.11M

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
7 8 9 10
11