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
$1.95B
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.22M
3
+$1.55M
4
AMGN icon
Amgen
AMGN
+$1.2M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1M

Top Sells

1
+$16.7M
2
+$6.28M
3
+$2.88M
4
NEE icon
NextEra Energy
NEE
+$2.74M
5
AAPL icon
Apple
AAPL
+$1.99M

Sector Composition

1 Technology 21.12%
2 Financials 15.04%
3 Healthcare 13%
4 Communication Services 11.18%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$798K 0.04%
70,673
+5,450
152
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24,239
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153
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156
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26,200
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157
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158
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159
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160
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161
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162
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163
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164
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5,375
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165
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166
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167
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168
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169
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170
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171
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172
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15,484
173
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6,180
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174
$471K 0.02%
12,258
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175
$465K 0.02%
12,630
-500
5 6
7
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