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PWLP

Prio Wealth Limited Partnership Portfolio holdings

AUM $3.41B
1-Year Est. Return 44.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.91B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$6.02M
3
+$3.5M
4
GEHC icon
GE HealthCare
GEHC
+$3.02M
5
EL icon
Estee Lauder
EL
+$2.18M

Top Sells

1
+$8.64M
2
+$3.44M
3
+$3.23M
4
PEP icon
PepsiCo
PEP
+$2.9M
5
AAPL icon
Apple
AAPL
+$2.57M

Sector Composition

1 Technology 30.01%
2 Healthcare 15.75%
3 Financials 9.96%
4 Communication Services 9.07%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.04M 0.1%
29,828
+2,259
102
$3.04M 0.1%
19,877
103
$2.98M 0.1%
51,934
+3,446
104
$2.71M 0.09%
5
105
$2.58M 0.09%
11,423
+41
106
$2.4M 0.08%
26,380
107
$2.34M 0.08%
23,955
108
$2.34M 0.08%
4,570
109
$2.31M 0.08%
16,300
+2,500
110
$2.21M 0.08%
50,330
-688
111
$2.1M 0.07%
6,365
-50
112
$2.01M 0.07%
16,550
-755
113
$1.98M 0.07%
27,049
114
$1.92M 0.07%
22,580
+400
115
$1.83M 0.06%
63,699
-21,880
116
$1.83M 0.06%
15,776
+1,982
117
$1.79M 0.06%
51,718
-802
118
$1.76M 0.06%
23,244
119
$1.73M 0.06%
33,396
-480
120
$1.73M 0.06%
20,445
-575
121
$1.67M 0.06%
153,416
122
$1.64M 0.06%
31,983
-105
123
$1.58M 0.05%
5,290
+304
124
$1.55M 0.05%
20,592
-500
125
$1.47M 0.05%
11,266
3 4
5
6 7