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
$2B
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$7.41M
3
+$3.68M
4
KMI icon
Kinder Morgan
KMI
+$2.81M
5
WYNN icon
Wynn Resorts
WYNN
+$2.3M

Top Sells

1
+$9.6M
2
+$6.07M
3
+$5.86M
4
MCD icon
McDonald's
MCD
+$4.1M
5
IBM icon
IBM
IBM
+$2.28M

Sector Composition

1 Technology 20.89%
2 Financials 15.11%
3 Healthcare 14.21%
4 Industrials 10.71%
5 Consumer Staples 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$548K 0.03%
9,300
+5,058
177
$535K 0.03%
18,475
+25
178
$534K 0.03%
13,166
179
$534K 0.03%
14,200
180
$491K 0.02%
9,692
181
$468K 0.02%
4,486
+191
182
$464K 0.02%
34,060
183
$453K 0.02%
1,335
+20
184
$443K 0.02%
3,387
-216
185
$442K 0.02%
14,500
+900
186
$428K 0.02%
3,770
-2,965
187
$419K 0.02%
8,706
+228
188
$415K 0.02%
6,340
+528
189
$414K 0.02%
27,925
190
$397K 0.02%
7,430
191
$396K 0.02%
4,573
192
$395K 0.02%
4,000
193
$394K 0.02%
12,400
194
$389K 0.02%
4,910
+315
195
$387K 0.02%
25,000
+1,100
196
$383K 0.02%
9,553
197
$382K 0.02%
+8,415
198
$374K 0.02%
2,105
-40
199
$374K 0.02%
5,500
200
$360K 0.02%
2,500
6 7
8
9 10