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
$2.97B
AUM Growth
+$172K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$9.3M
2 +$8.78M
3 +$8.02M
4
AMZN icon
Amazon
AMZN
+$2.95M
5
CME icon
CME Group
CME
+$2.33M

Top Sells

1 +$9.81M
2 +$8.71M
3 +$7.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.61M
5
AAPL icon
Apple
AAPL
+$3.47M

Sector Composition

1 Technology 25.61%
2 Healthcare 15.27%
3 Financials 11.38%
4 Communication Services 10.57%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3.27M 0.11%
21,864
-260
102
$3.19M 0.11%
12,357
+12
103
$3.15M 0.11%
8,805
-10
104
$3.13M 0.11%
39,920
+552
105
$2.94M 0.1%
28,974
-350
106
$2.9M 0.1%
36,119
-658
107
$2.88M 0.1%
9,830
+3
108
$2.65M 0.09%
19,998
-305
109
$2.58M 0.09%
22,803
-245
110
$2.56M 0.09%
14,727
-684
111
$2.48M 0.08%
162,416
-5,000
112
$2.24M 0.08%
10,733
-2
113
$2.2M 0.07%
26,400
-225
114
$2.06M 0.07%
5
115
$2.02M 0.07%
25,664
-140
116
$1.97M 0.07%
37,363
117
$1.94M 0.07%
23,537
-4,905
118
$1.92M 0.06%
40,030
119
$1.92M 0.06%
27,419
-4,074
120
$1.88M 0.06%
11,598
-700
121
$1.86M 0.06%
4,600
+100
122
$1.83M 0.06%
23,416
-600
123
$1.82M 0.06%
23,244
+1,224
124
$1.73M 0.06%
6,555
+4
125
$1.67M 0.06%
33,093