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
$2.61B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$5.4M
3
+$2.16M
4
AMZN icon
Amazon
AMZN
+$2.12M
5
GEHC icon
GE HealthCare
GEHC
+$593K

Top Sells

1
+$9.15M
2
+$6.19M
3
+$6.16M
4
ABT icon
Abbott
ABT
+$6.03M
5
PG icon
Procter & Gamble
PG
+$6M

Sector Composition

1 Technology 27.61%
2 Healthcare 16.72%
3 Financials 9.99%
4 Industrials 9.63%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$565K 0.02%
2,769
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177
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2,147
-79
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179
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182
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185
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186
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187
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188
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190
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191
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195
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196
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197
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22,893
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198
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4,180
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199
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200
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