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
$1.82B
AUM Growth
-$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1 +$2.77M
2 +$2.38M
3 +$2.22M
4
BHP icon
BHP
BHP
+$1.83M
5
SIVB
SVB Financial Group
SIVB
+$1.82M

Top Sells

1 +$24.2M
2 +$3.21M
3 +$2.39M
4
GILD icon
Gilead Sciences
GILD
+$1.59M
5
CVX icon
Chevron
CVX
+$1.43M

Sector Composition

1 Technology 19.7%
2 Healthcare 16.96%
3 Financials 12.62%
4 Communication Services 11.68%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$749K 0.04%
20,884
152
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20,944
+500
153
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3,790
154
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155
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156
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157
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158
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160
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8,466
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166
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175
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10,664