PWLP
Prio Wealth Limited Partnership Portfolio holdings
AUM
$3.41B
This Quarter Return
+10.86%
1 Year Return
+44.09%
3 Year Return
+59.95%
5 Year Return
+161.28%
10 Year Return
+354.3%
AUM
$1.98B
AUM Growth
+$1.98B
(+12%)
Cap. Flow
+$69.7M
Cap. Flow
% of AUM
3.52%
Top 10 Holdings %
Top 10 Hldgs %
24.69%
Holding
265
New
10
Increased
73
Reduced
100
Closed
10
Top Buys
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$20.7M |
| 2 |
Invesco
IVZ
|
$14.9M |
| 3 |
BorgWarner
BWA
|
$14.8M |
| 4 |
Verizon
VZ
|
$10.2M |
| 5 |
Pediatrix Medical
MD
|
$8.84M |
Top Sells
| 1 |
eBay
EBAY
|
$4.68M |
| 2 |
Target
TGT
|
$4.42M |
| 3 |
EMC
EMC CORPORATION
EMC
|
$3.84M |
| 4 |
Franklin Resources
BEN
|
$3.31M |
| 5 |
TC Energy
TRP
|
$2.89M |
Sector Composition
| 1 | Technology | 18.64% |
| 2 | Healthcare | 14.01% |
| 3 | Financials | 12.14% |
| 4 | Industrials | 11.16% |
| 5 | Energy | 11.03% |
