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
$1.83B
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$23.4M
3
+$16.6M
4
AMZN icon
Amazon
AMZN
+$10.5M
5
CB icon
Chubb
CB
+$8.96M

Top Sells

1
+$18.9M
2
+$15.5M
3
+$9.47M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$7.23M
5
AVGO icon
Broadcom
AVGO
+$6.22M

Sector Composition

1 Technology 20.36%
2 Healthcare 16.11%
3 Financials 12.85%
4 Communication Services 11.75%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$466K 0.03%
+4,448
177
$465K 0.03%
3,687
178
$460K 0.03%
16,375
-1,550
179
$460K 0.03%
10,664
-2,500
180
$457K 0.02%
3,919
-75
181
$452K 0.02%
12,618
+1,725
182
$447K 0.02%
5,500
183
$417K 0.02%
3,545
184
$401K 0.02%
9,836
-287
185
$398K 0.02%
10,125
-1,200
186
$395K 0.02%
10,728
187
$369K 0.02%
11,050
188
$366K 0.02%
7,869
-3,185
189
$365K 0.02%
9,410
190
$360K 0.02%
6,126
191
$354K 0.02%
1,360
+5
192
$352K 0.02%
25,725
193
$349K 0.02%
12,550
-150
194
$348K 0.02%
4,316
195
$346K 0.02%
8,842
-223
196
$344K 0.02%
11,083
197
$342K 0.02%
3,100
198
$341K 0.02%
3,200
199
$339K 0.02%
4,716
-100
200
$338K 0.02%
2,689
-300
6 7
8
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