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
$3.46B
AUM Growth
+$551M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.9M
3
+$12.5M
4
JPM icon
JPMorgan Chase
JPM
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$11.8M
2
+$11M
3
+$9.29M
4
AVGO icon
Broadcom
AVGO
+$5.39M
5
SPLK
Splunk Inc
SPLK
+$4.06M

Sector Composition

1 Technology 29.7%
2 Healthcare 15.59%
3 Financials 10.24%
4 Industrials 9.64%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-4,161
277
– –
-4,741
278
– –
-2,503
279
– –
-682
8 9 10 11
12