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
126
$1.65M 0.06%
5,668
-1,306
127
$1.61M 0.05%
54,150
128
$1.58M 0.05%
12,750
129
$1.56M 0.05%
7,700
-96
130
$1.53M 0.05%
22,468
-832
131
$1.51M 0.05%
18,850
-1,700
132
$1.51M 0.05%
27,704
-1,156
133
$1.5M 0.05%
22,646
-450
134
$1.46M 0.05%
71,409
-51
135
$1.41M 0.05%
5,975
136
$1.36M 0.05%
25,262
-264
137
$1.31M 0.04%
552
-15
138
$1.31M 0.04%
22,684
+76
139
$1.3M 0.04%
21,904
-1,800
140
$1.29M 0.04%
24,563
-424
141
$1.26M 0.04%
29,550
-750
142
$1.24M 0.04%
6,782
143
$1.19M 0.04%
6,098
-2
144
$1.1M 0.04%
800
-13
145
$1.1M 0.04%
4,596
+183
146
$1.1M 0.04%
28,266
147
$1.04M 0.04%
19,610
-1,399
148
$1.04M 0.04%
10,310
149
$1.03M 0.03%
7,570
-5,270
150
$969K 0.03%
12,630
4 5
6
7 8