PWLP
Prio Wealth Limited Partnership Portfolio holdings
AUM $3.41B
1-Year Return
44.09%
This Quarter Return
+13.47%
1 Year Return
+44.09%
3 Year Return
+59.95%
5 Year Return
+161.28%
10 Year Return
+354.3%
AUM
$2.13B
AUM Growth
+$257M
(+14%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
29.6%
Holding
241
New
20
Increased
35
Reduced
128
Closed
2
Top Buys
| 1 |
Nokia
NOK
|
+$26.5M |
| 2 |
Schlumberger
SLB
|
+$5.35M |
| 3 |
eBay
EBAY
|
+$4.96M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.63M |
| 5 |
Xylem
XYL
|
+$4.02M |
Top Sells
| 1 |
Linde
LIN
|
+$4.49M |
| 2 |
Capital One
COF
|
+$3.26M |
| 3 |
EOG Resources
EOG
|
+$2.54M |
| 4 |
Abbott
ABT
|
+$2.32M |
| 5 |
Salesforce
CRM
|
+$2.28M |
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Healthcare | 18.14% |
| 3 | Financials | 11.25% |
| 4 | Industrials | 10.08% |
| 5 | Communication Services | 8.5% |
