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
$2.18B
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$15.1M
3
+$9.83M
4
INTC icon
Intel
INTC
+$3.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.54M

Top Sells

1
+$93M
2
+$13.6M
3
+$11.9M
4
ORCL icon
Oracle
ORCL
+$7.02M
5
PFE icon
Pfizer
PFE
+$6.66M

Sector Composition

1 Technology 22.17%
2 Healthcare 17.16%
3 Financials 10.79%
4 Industrials 9.78%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$499K 0.02%
6,600
-30
177
$486K 0.02%
3,269
178
$480K 0.02%
3,100
179
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181
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182
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183
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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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191
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193
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195
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197
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198
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12,000
200
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