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
$1.95B
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.22M
3
+$1.55M
4
AMGN icon
Amgen
AMGN
+$1.2M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1M

Top Sells

1
+$16.7M
2
+$6.28M
3
+$2.88M
4
NEE icon
NextEra Energy
NEE
+$2.74M
5
AAPL icon
Apple
AAPL
+$1.99M

Sector Composition

1 Technology 21.12%
2 Financials 15.04%
3 Healthcare 13%
4 Communication Services 11.18%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$459K 0.02%
8,934
177
$452K 0.02%
9,410
178
$450K 0.02%
8,920
179
$442K 0.02%
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180
$424K 0.02%
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181
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182
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183
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3,476
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184
$388K 0.02%
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-100
185
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186
$385K 0.02%
12,550
187
$383K 0.02%
800
188
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9,550
189
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190
$360K 0.02%
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191
$359K 0.02%
5,804
192
$350K 0.02%
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193
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194
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195
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196
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197
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198
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2,518
-48
199
$300K 0.02%
4,069
-55
200
$299K 0.02%
3,650
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8
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