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
$1.66B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1 +$68M
2 +$50.4M
3 +$37.1M
4
IBM icon
IBM
IBM
+$36.8M
5
RTX icon
RTX Corp
RTX
+$36.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.86%
2 Healthcare 14.3%
3 Energy 12.6%
4 Financials 11.6%
5 Industrials 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$806K 0.05%
+17,086
152
$775K 0.05%
+7,865
153
$775K 0.05%
+4,628
154
$773K 0.05%
+17,499
155
$763K 0.05%
+56,970
156
$753K 0.05%
+8,700
157
$727K 0.04%
+34,060
158
$725K 0.04%
+12,665
159
$695K 0.04%
+12,375
160
$688K 0.04%
+11,146
161
$676K 0.04%
+15,335
162
$670K 0.04%
+16,800
163
$653K 0.04%
+13,103
164
$636K 0.04%
+7,125
165
$613K 0.04%
+15,000
166
$610K 0.04%
+8,405
167
$602K 0.04%
+16,512
168
$601K 0.04%
+14,539
169
$597K 0.04%
+7,898
170
$595K 0.04%
+35,000
171
$524K 0.03%
+10,188
172
$522K 0.03%
+67,575
173
$487K 0.03%
+6,100
174
$472K 0.03%
+33,202
175
$465K 0.03%
+5,955