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
$2.97B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$9.97M
3
+$4.68M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.78M
5
GM icon
General Motors
GM
+$2.76M

Top Sells

1
+$10.5M
2
+$8.77M
3
+$7.05M
4
HD icon
Home Depot
HD
+$6.37M
5
BAC icon
Bank of America
BAC
+$5.91M

Sector Composition

1 Technology 25.1%
2 Healthcare 15.08%
3 Financials 10.95%
4 Communication Services 10.48%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$591K 0.02%
9,703
-900
177
$589K 0.02%
7,335
-840
178
$583K 0.02%
2,158
-52
179
$576K 0.02%
5,367
180
$572K 0.02%
5,179
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181
$567K 0.02%
4,765
182
$562K 0.02%
3,629
183
$559K 0.02%
2,586
-11
184
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-266
185
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6,552
-117
186
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3,854
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187
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188
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2,429
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189
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190
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191
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192
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193
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194
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1,439
195
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196
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197
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2,064
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198
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4,632
199
$482K 0.02%
13,996
-1,600
200
$464K 0.02%
2,736
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