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
101
$3.35M 0.17%
85,244
+13,600
102
$3.15M 0.16%
24,250
-450
103
$3.07M 0.15%
148,733
-8,794
104
$3.06M 0.15%
59,540
-3,191
105
$3.03M 0.15%
42,279
-398
106
$3M 0.15%
22,451
-271
107
$2.94M 0.15%
13
108
$2.93M 0.15%
14,178
+447
109
$2.78M 0.14%
109,443
+3,421
110
$2.73M 0.14%
60,122
-25
111
$2.67M 0.13%
18,838
-1,500
112
$2.48M 0.12%
32,672
-570
113
$2.44M 0.12%
115,500
114
$2.18M 0.11%
45,678
-191
115
$2.15M 0.11%
47,720
-2,450
116
$2.14M 0.11%
+11,370
117
$2.02M 0.1%
28,621
-3,139
118
$2.02M 0.1%
17,484
-500
119
$1.99M 0.1%
198,253
-3,000
120
$1.94M 0.1%
48,978
-5,100
121
$1.94M 0.1%
+47,568
122
$1.93M 0.1%
45,098
123
$1.89M 0.09%
33,140
+3,000
124
$1.88M 0.09%
32,535
125
$1.83M 0.09%
25,205
3 4
5
6 7