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
$1.66B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1 +$68M
2 +$50.4M
3 +$37.1M
4
IBM icon
IBM
IBM
+$36.8M
5
RTX icon
RTX Corp
RTX
+$36.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.86%
2 Healthcare 14.3%
3 Energy 12.6%
4 Financials 11.6%
5 Industrials 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$7.16M 0.43%
+173,392
77
$6.87M 0.41%
+112,258
78
$6.77M 0.41%
+92,899
79
$6.67M 0.4%
+41,603
80
$6.62M 0.4%
+302,952
81
$6.41M 0.39%
+110,437
82
$6.21M 0.37%
+217,909
83
$5.9M 0.35%
+118,327
84
$5.8M 0.35%
+80,660
85
$5.79M 0.35%
+152,698
86
$5.33M 0.32%
+88,063
87
$5.27M 0.32%
+47,123
88
$5.23M 0.31%
+241,416
89
$5.18M 0.31%
+106,335
90
$5.06M 0.3%
+87,324
91
$4.82M 0.29%
+108,706
92
$4.75M 0.29%
+117,670
93
$4.59M 0.28%
+45,885
94
$4.52M 0.27%
+101,251
95
$4.26M 0.26%
+195,661
96
$4.16M 0.25%
+371,538
97
$3.58M 0.22%
+47,306
98
$3.54M 0.21%
+73,720
99
$3.42M 0.21%
+52,531
100
$3.32M 0.2%
+83,750