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
$1.94B
AUM Growth
-$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.78M
3
+$3.21M
4
DNOW icon
DNOW Inc
DNOW
+$1.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.15M

Top Sells

1
+$19.6M
2
+$18.3M
3
+$3.98M
4
DE icon
Deere & Co
DE
+$3.23M
5
AAPL icon
Apple
AAPL
+$2.47M

Sector Composition

1 Technology 20.16%
2 Financials 14.75%
3 Healthcare 14.05%
4 Industrials 11.09%
5 Energy 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$765K 0.04%
+19,975
152
$742K 0.04%
18,388
-484
153
$736K 0.04%
9,836
-800
154
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13,900
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155
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8,900
156
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66,075
157
$688K 0.04%
13,011
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158
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15,512
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159
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34,060
161
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8,959
162
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32,550
163
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10,650
164
$602K 0.03%
13,810
165
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23,140
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166
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6,100
167
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+5,825
168
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32,260
-2,000
169
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170
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171
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19,500
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172
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5,325
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173
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13,166
-2,334
174
$504K 0.03%
18,450
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175
$486K 0.03%
9,347
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7
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