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
$2.13B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$5.35M
3
+$4.96M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.63M
5
XYL icon
Xylem
XYL
+$4.02M

Top Sells

1
+$4.49M
2
+$3.26M
3
+$2.54M
4
ABT icon
Abbott
ABT
+$2.32M
5
CRM icon
Salesforce
CRM
+$2.28M

Sector Composition

1 Technology 20.36%
2 Healthcare 18.14%
3 Financials 11.25%
4 Industrials 10.08%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$462K 0.02%
5,230
177
$459K 0.02%
9,491
-400
178
$459K 0.02%
7,394
179
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22,554
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180
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3,268
181
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182
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+6,000
183
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184
$426K 0.02%
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185
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186
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187
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188
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189
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190
$394K 0.02%
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191
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192
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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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+4,616
198
$339K 0.02%
1,310
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199
$328K 0.02%
3,305
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200
$319K 0.02%
2,628
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