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
$2.79B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.9M
3
+$2.48M
4
WM icon
Waste Management
WM
+$2.26M
5
ABNB icon
Airbnb
ABNB
+$1.7M

Top Sells

1
+$27M
2
+$11.9M
3
+$10.1M
4
AAPL icon
Apple
AAPL
+$6.47M
5
DG icon
Dollar General
DG
+$3.86M

Sector Composition

1 Technology 29.5%
2 Healthcare 16.21%
3 Financials 9.51%
4 Industrials 9.25%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$606K 0.02%
18,343
-1,864
177
$600K 0.02%
5,367
178
$580K 0.02%
2,067
-80
179
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6,682
-50
180
$538K 0.02%
1,455
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181
$531K 0.02%
6,980
182
$523K 0.02%
5,994
183
$514K 0.02%
1,060
184
$508K 0.02%
6,258
-968
185
$494K 0.02%
2,847
186
$484K 0.02%
2,293
187
$465K 0.02%
13,864
188
$463K 0.02%
7,170
189
$462K 0.02%
7,050
190
$456K 0.02%
2,560
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191
$454K 0.02%
9,045
192
$454K 0.02%
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193
$451K 0.02%
4,587
194
$447K 0.02%
24,300
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195
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38,560
196
$438K 0.02%
3,683
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197
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6,750
198
$432K 0.02%
1,979
199
$426K 0.02%
2,176
200
$424K 0.02%
13,701
+880
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