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
$2B
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$7.41M
3
+$3.68M
4
KMI icon
Kinder Morgan
KMI
+$2.81M
5
WYNN icon
Wynn Resorts
WYNN
+$2.3M

Top Sells

1
+$9.6M
2
+$6.07M
3
+$5.86M
4
MCD icon
McDonald's
MCD
+$4.1M
5
IBM icon
IBM
IBM
+$2.28M

Sector Composition

1 Technology 20.89%
2 Financials 15.11%
3 Healthcare 14.21%
4 Industrials 10.71%
5 Consumer Staples 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.9M 1.24%
258,172
-6,755
27
$24M 1.2%
264,950
+7,360
28
$23.9M 1.19%
402,876
+11,235
29
$23.2M 1.16%
550,640
+8,184
30
$20.8M 1.04%
314,524
+7,345
31
$20.6M 1.03%
220,309
-43,706
32
$20.6M 1.03%
232,574
+7,160
33
$20.2M 1.01%
131,396
-14,835
34
$20.1M 1%
134,934
+15,473
35
$19.3M 0.96%
186,745
+3,030
36
$18.9M 0.95%
137,920
-2,783
37
$18.8M 0.94%
206,102
-4,633
38
$18.1M 0.9%
292,999
+12,030
39
$17.5M 0.87%
153,120
+6,233
40
$17.2M 0.86%
+893,906
41
$16.2M 0.81%
234,657
-2,300
42
$16.2M 0.81%
290,350
+28,810
43
$16.2M 0.81%
867,908
+1,230
44
$15.9M 0.79%
245,080
+3,250
45
$15.8M 0.79%
189,494
-26,784
46
$15.6M 0.78%
525,232
-17,013
47
$15.3M 0.76%
161,452
-6,420
48
$14.5M 0.72%
321,420
-2,415
49
$14.1M 0.7%
303,138
-1,973
50
$14M 0.7%
54,815
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