PWLP
Prio Wealth Limited Partnership Portfolio holdings
AUM
$3.41B
1-Year Return
44.09%
This Quarter Return
+4.14%
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
+$14.1M
(+0.72%)
Cap. Flow
-$59.1M
Cap. Flow
% of AUM
-2.98%
Top 10 Holdings %
Top 10 Hldgs %
26.86%
Holding
261
New
11
Increased
43
Reduced
136
Closed
7
Top Buys
| 1 |
Wynn Resorts
WYNN
|
$25M |
| 2 |
DNOW Inc
DNOW
|
$21.2M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$6.48M |
| 4 |
Booking.com
BKNG
|
$3.58M |
| 5 |
Invesco
IVZ
|
$2.99M |
Top Sells
| 1 |
Target
TGT
|
$26.9M |
| 2 |
BorgWarner
BWA
|
$20.3M |
| 3 |
NOV
NOV
|
$20.2M |
| 4 |
PX
Praxair Inc
PX
|
$3.84M |
| 5 |
PETM
PETSMART INC
PETM
|
$2.63M |
Sector Composition
| 1 | Technology | 19.28% |
| 2 | Financials | 14.02% |
| 3 | Healthcare | 13.12% |
| 4 | Industrials | 12.55% |
| 5 | Energy | 10.7% |
