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
151
$844K 0.04%
13,482
-93,575
152
$836K 0.04%
20,444
153
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154
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155
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158
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159
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162
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163
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164
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165
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166
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172
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173
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174
$558K 0.03%
19,375
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175
$554K 0.03%
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