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
$1.87B
AUM Growth
-$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$7.8M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.42M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.94M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$6.65M
4
AAPL icon
Apple
AAPL
+$4.55M
5
XOM icon
Exxon Mobil
XOM
+$4.11M

Sector Composition

1 Technology 19.66%
2 Financials 15.65%
3 Healthcare 13.57%
4 Communication Services 10.9%
5 Industrials 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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14,632
-80
152
$827K 0.04%
10,600
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153
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154
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155
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157
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158
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159
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161
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162
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164
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165
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173
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174
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4,486
175
$488K 0.03%
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