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
$1.76B
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$22.9M
3 +$12M
4
GS icon
Goldman Sachs
GS
+$4.38M
5
COF icon
Capital One
COF
+$1.79M

Top Sells

1 +$28.5M
2 +$15.7M
3 +$8.72M
4
BMO icon
Bank of Montreal
BMO
+$4.41M
5
GLD icon
SPDR Gold Trust
GLD
+$3.83M

Sector Composition

1 Technology 18.43%
2 Healthcare 14.09%
3 Energy 11.52%
4 Industrials 11.38%
5 Financials 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$503K 0.03%
5,955
177
$498K 0.03%
11,580
178
$491K 0.03%
16,287
+2,000
179
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180
$448K 0.03%
18,065
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181
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182
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11,836
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183
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184
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+13,400
185
$415K 0.02%
6,618
186
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187
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30,010
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188
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189
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5,500
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191
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194
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195
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196
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198
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199
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17,500
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200
$343K 0.02%
8,844
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