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
$2.01B
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$27.9M
3
+$23.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.66M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.09M

Top Sells

1
+$37.3M
2
+$25.4M
3
+$16.9M
4
AVGO icon
Broadcom
AVGO
+$3.44M
5
AAPL icon
Apple
AAPL
+$2.2M

Sector Composition

1 Technology 19.7%
2 Healthcare 15.29%
3 Financials 14.85%
4 Industrials 10.31%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$279K 0.01%
1,982
202
$269K 0.01%
16,225
-2,000
203
$268K 0.01%
4,500
204
$268K 0.01%
8,271
-50
205
$265K 0.01%
1,989
206
$264K 0.01%
2,115
207
$263K 0.01%
5,804
208
$260K 0.01%
4,053
+83
209
$255K 0.01%
+6,076
210
$252K 0.01%
3,236
-4,896
211
$252K 0.01%
+4,585
212
$252K 0.01%
2,730
213
$249K 0.01%
4,628
+213
214
$246K 0.01%
5,512
215
$244K 0.01%
2,605
216
$243K 0.01%
+1,502
217
$241K 0.01%
3,800
218
$237K 0.01%
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219
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220
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1,110
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221
$232K 0.01%
2,150
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222
$231K 0.01%
1,169
223
$230K 0.01%
2,610
-150
224
$229K 0.01%
6,897
-100
225
$228K 0.01%
+843
6 7 8
9
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