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
126
$1.64M 0.08%
30,721
+800
127
$1.46M 0.07%
21,784
-400
128
$1.41M 0.07%
50,716
+727
129
$1.4M 0.07%
18,930
130
$1.4M 0.07%
33,640
131
$1.35M 0.07%
33,823
+315
132
$1.35M 0.07%
7,779
133
$1.33M 0.07%
14,980
134
$1.32M 0.07%
17,211
-250
135
$1.29M 0.06%
26,215
-710
136
$1.22M 0.06%
30,000
137
$1.22M 0.06%
14,744
138
$1.2M 0.06%
15,699
+100
139
$1.18M 0.06%
17,556
140
$1.17M 0.06%
22,200
141
$1.14M 0.06%
11,230
142
$1.09M 0.05%
10,405
+96
143
$1.08M 0.05%
37,196
-2,000
144
$1.04M 0.05%
10,245
+4,920
145
$1.02M 0.05%
28,200
146
$1M 0.05%
11,840
147
$990K 0.05%
20,884
148
$941K 0.05%
15,480
+1,100
149
$895K 0.04%
13,011
150
$880K 0.04%
9,335
+435
4 5
6
7 8