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
$2B
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$7.41M
3
+$3.68M
4
KMI icon
Kinder Morgan
KMI
+$2.81M
5
WYNN icon
Wynn Resorts
WYNN
+$2.3M

Top Sells

1
+$9.6M
2
+$6.07M
3
+$5.86M
4
MCD icon
McDonald's
MCD
+$4.1M
5
IBM icon
IBM
IBM
+$2.28M

Sector Composition

1 Technology 20.89%
2 Financials 15.11%
3 Healthcare 14.21%
4 Industrials 10.71%
5 Consumer Staples 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$357K 0.02%
4,588
+38
202
$353K 0.02%
6,618
-12
203
$352K 0.02%
13,171
204
$348K 0.02%
9,597
-27
205
$332K 0.02%
7,406
-300
206
$331K 0.02%
2,625
207
$324K 0.02%
3,882
208
$320K 0.02%
6,115
209
$315K 0.02%
7,575
210
$311K 0.02%
6,360
211
$304K 0.02%
9,622
-224
212
$304K 0.02%
8,880
213
$297K 0.01%
19,200
214
$297K 0.01%
4,125
+275
215
$294K 0.01%
13,036
+406
216
$289K 0.01%
3,050
217
$284K 0.01%
8,000
218
$283K 0.01%
60,000
219
$281K 0.01%
7,036
220
$278K 0.01%
2,605
221
$277K 0.01%
4,016
-1,463
222
$275K 0.01%
4,235
223
$271K 0.01%
3,545
224
$271K 0.01%
3,200
225
$268K 0.01%
5,240
7 8
9
10 11