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
$2.61B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$5.4M
3
+$2.16M
4
AMZN icon
Amazon
AMZN
+$2.12M
5
GEHC icon
GE HealthCare
GEHC
+$593K

Top Sells

1
+$9.15M
2
+$6.19M
3
+$6.16M
4
ABT icon
Abbott
ABT
+$6.03M
5
PG icon
Procter & Gamble
PG
+$6M

Sector Composition

1 Technology 27.61%
2 Healthcare 16.72%
3 Financials 9.99%
4 Industrials 9.63%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.58M 0.1%
13,296
-755
102
$2.42M 0.09%
27,432
-60
103
$2.34M 0.09%
17,435
-568
104
$2.33M 0.09%
5
105
$2.32M 0.09%
50,621
-2,075
106
$2.3M 0.09%
5,970
-292
107
$2.25M 0.09%
32,438
-18,444
108
$2.24M 0.09%
29,380
-38,467
109
$2.19M 0.08%
28,319
-10,966
110
$2.12M 0.08%
55,964
-29,151
111
$2.12M 0.08%
6,850
112
$2.06M 0.08%
26,380
113
$1.75M 0.07%
23,955
-3
114
$1.67M 0.06%
23,244
115
$1.66M 0.06%
4,570
116
$1.63M 0.06%
54,370
+450
117
$1.61M 0.06%
153,416
118
$1.51M 0.06%
21,132
-770
119
$1.5M 0.06%
18,060
120
$1.48M 0.06%
20,680
-30
121
$1.46M 0.06%
7,292
-26
122
$1.45M 0.06%
27,693
+54
123
$1.44M 0.06%
8,700
124
$1.42M 0.05%
4,986
125
$1.39M 0.05%
9,170
-14,984
3 4
5
6 7