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
$2.97B
AUM Growth
+$172K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$8.78M
3
+$8.02M
4
AMZN icon
Amazon
AMZN
+$2.95M
5
CME icon
CME Group
CME
+$2.33M

Top Sells

1
+$9.81M
2
+$8.71M
3
+$7.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.61M
5
AAPL icon
Apple
AAPL
+$3.47M

Sector Composition

1 Technology 25.61%
2 Healthcare 15.27%
3 Financials 11.38%
4 Communication Services 10.57%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$475K 0.02%
3,679
+100
202
$472K 0.02%
1,000
203
$466K 0.02%
2,118
204
$433K 0.01%
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-100
205
$420K 0.01%
2,509
+6
206
$415K 0.01%
6,980
207
$413K 0.01%
2,064
208
$411K 0.01%
6,660
+300
209
$410K 0.01%
18,960
+750
210
$396K 0.01%
4,800
211
$395K 0.01%
27,908
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212
$395K 0.01%
4,163
213
$394K 0.01%
8,380
214
$385K 0.01%
3,943
215
$384K 0.01%
6,750
216
$383K 0.01%
3,046
217
$379K 0.01%
1,570
218
$378K 0.01%
5,100
219
$366K 0.01%
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220
$354K 0.01%
1,576
-100
221
$354K 0.01%
4,425
222
$337K 0.01%
2,870
-200
223
$334K 0.01%
7,943
+142
224
$328K 0.01%
970
225
$327K 0.01%
4,001
-87
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9
10 11