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
$1.94B
AUM Growth
-$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.78M
3
+$3.21M
4
DNOW icon
DNOW Inc
DNOW
+$1.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.15M

Top Sells

1
+$19.6M
2
+$18.3M
3
+$3.98M
4
DE icon
Deere & Co
DE
+$3.23M
5
AAPL icon
Apple
AAPL
+$2.47M

Sector Composition

1 Technology 20.16%
2 Financials 14.75%
3 Healthcare 14.05%
4 Industrials 11.09%
5 Energy 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$472K 0.02%
14,200
-8,640
177
$467K 0.02%
10,561
178
$455K 0.02%
27,925
-2,500
179
$448K 0.02%
12,400
180
$441K 0.02%
4,000
181
$438K 0.02%
9,692
-136
182
$435K 0.02%
1,315
-25
183
$428K 0.02%
4,295
184
$426K 0.02%
7,706
-706
185
$419K 0.02%
3,603
-60
186
$418K 0.02%
10,988
187
$405K 0.02%
8,478
188
$396K 0.02%
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189
$395K 0.02%
4,573
190
$385K 0.02%
23,900
191
$385K 0.02%
5,500
192
$383K 0.02%
5,940
193
$380K 0.02%
6,630
194
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2,800
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195
$377K 0.02%
9,624
196
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197
$359K 0.02%
4,550
-1,200
198
$355K 0.02%
5,479
199
$354K 0.02%
7,430
200
$353K 0.02%
9,846
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