PWLP
Prio Wealth Limited Partnership Portfolio holdings
AUM
$3.41B
1-Year Return
44.09%
This Quarter Return
+6.57%
1 Year Return
+44.09%
3 Year Return
+59.95%
5 Year Return
+161.28%
10 Year Return
+354.3%
AUM
$1.95B
AUM Growth
+$76.3M
(+4.1%)
Cap. Flow
-$29.3M
Cap. Flow
% of AUM
-1.5%
Top 10 Holdings %
Top 10 Hldgs %
29.49%
Holding
250
New
10
Increased
49
Reduced
119
Closed
13
Top Buys
| 1 |
Walt Disney
DIS
|
+$10.6M |
| 2 |
Boston Scientific
BSX
|
+$5.22M |
| 3 |
CVS Health
CVS
|
+$1.55M |
| 4 |
Amgen
AMGN
|
+$1.2M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1M |
Top Sells
| 1 |
Pediatrix Medical
MD
|
+$16.7M |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$6.28M |
| 3 |
Broadcom
AVGO
|
+$2.88M |
| 4 |
NextEra Energy, Inc.
NEE
|
+$2.74M |
| 5 |
Apple
AAPL
|
+$1.99M |
Sector Composition
| 1 | Technology | 21.12% |
| 2 | Financials | 15.04% |
| 3 | Healthcare | 13% |
| 4 | Communication Services | 11.18% |
| 5 | Industrials | 10.28% |
