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
$2.2B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.16M
3
+$5.16M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.79M
5
EBAY icon
eBay
EBAY
+$3.5M

Top Sells

1
+$12.9M
2
+$10.8M
3
+$6.04M
4
AVGO icon
Broadcom
AVGO
+$2.19M
5
AAPL icon
Apple
AAPL
+$2.16M

Sector Composition

1 Technology 19.37%
2 Healthcare 17.9%
3 Financials 12.75%
4 Industrials 9.07%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.3M 1.24%
93,854
+481
27
$26.1M 1.19%
228,637
-1,178
28
$25.8M 1.18%
601,322
+8,768
29
$25.2M 1.15%
413,195
+148
30
$23.4M 1.06%
448,685
+92,110
31
$22.9M 1.04%
73,757
-111
32
$22.4M 1.02%
235,818
-135,775
33
$20.8M 0.95%
137,965
+2,999
34
$19.9M 0.91%
68,088
+7,087
35
$19.9M 0.91%
112,832
+6,944
36
$19.7M 0.9%
256,920
+2,174
37
$19.6M 0.89%
53,335
+3,531
38
$19.5M 0.89%
223,602
+28,000
39
$19.4M 0.89%
588,702
+106,078
40
$18.5M 0.84%
130,534
+267
41
$17.3M 0.79%
210,544
+3,912
42
$16.7M 0.76%
413,625
+41,910
43
$15.2M 0.69%
160,667
+4,188
44
$14.7M 0.67%
103,934
-1,975
45
$14.4M 0.66%
48,723
-160
46
$13.4M 0.61%
52,700
-2,130
47
$13.1M 0.6%
156,937
+2,909
48
$12.4M 0.56%
96,921
+1,794
49
$12.4M 0.56%
105,853
+1,614
50
$12.2M 0.56%
34,264
-375
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