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
$2.77B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$16.3M
3
+$9.5M
4
EL icon
Estee Lauder
EL
+$5.28M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.98M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$10.1M
4
SIVB
SVB Financial Group
SIVB
+$8.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.25M

Sector Composition

1 Technology 24.43%
2 Healthcare 15.78%
3 Financials 10.98%
4 Communication Services 10.25%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-694
277
– –
-3,832
278
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-795
279
– –
-4,085
280
– –
-117,000
281
– –
-750
282
– –
-6,026
283
– –
-10,594
8 9 10 11
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