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
126
$1.39M 0.05%
18,002
-20
127
$1.39M 0.05%
13,978
-28,435
128
$1.38M 0.05%
522
129
$1.38M 0.05%
5,518
130
$1.27M 0.05%
31,394
-5,614
131
$1.24M 0.05%
31,303
132
$1.22M 0.05%
800
133
$1.17M 0.05%
7,741
-2,975
134
$1.16M 0.04%
19,320
135
$1.14M 0.04%
23,278
-197
136
$1.14M 0.04%
5,855
137
$1.07M 0.04%
26,401
-6,617
138
$1.03M 0.04%
53,758
-3,288
139
$1.02M 0.04%
12,175
140
$999K 0.04%
11,378
+6,689
141
$901K 0.03%
9,630
-200
142
$879K 0.03%
4,148
143
$878K 0.03%
7,033
144
$827K 0.03%
28,800
145
$820K 0.03%
1,735
146
$813K 0.03%
2,110
147
$796K 0.03%
2,191
-75
148
$791K 0.03%
20,339
+559
149
$783K 0.03%
5,582
+352
150
$781K 0.03%
30,643
4 5
6
7 8