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
$3.35B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$8.03M
2 +$1.22M
3 +$882K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$675K
5
SOLV icon
Solventum
SOLV
+$457K

Top Sells

1 +$26.5M
2 +$20.5M
3 +$15.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$14.7M
5
AVGO icon
Broadcom
AVGO
+$12.7M

Sector Composition

1 Technology 32.42%
2 Healthcare 14.3%
3 Communication Services 9.81%
4 Financials 9.77%
5 Industrials 8.87%