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
$2.97B
AUM Growth
+$172K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$8.78M
3
+$8.02M
4
AMZN icon
Amazon
AMZN
+$2.95M
5
CME icon
CME Group
CME
+$2.33M

Top Sells

1
+$9.81M
2
+$8.71M
3
+$7.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.61M
5
AAPL icon
Apple
AAPL
+$3.47M

Sector Composition

1 Technology 25.61%
2 Healthcare 15.27%
3 Financials 11.38%
4 Communication Services 10.57%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$941K 0.03%
4,300
152
$941K 0.03%
18,060
153
$892K 0.03%
7,677
-7,459
154
$881K 0.03%
2,534
155
$866K 0.03%
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156
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18,538
-2,715
157
$844K 0.03%
2,102
158
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24,999
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159
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160
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161
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162
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164
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166
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169
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170
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171
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172
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173
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174
$611K 0.02%
2,302
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175
$606K 0.02%
28,310
-2,365
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