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
$2.61B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$5.4M
3
+$2.16M
4
AMZN icon
Amazon
AMZN
+$2.12M
5
GEHC icon
GE HealthCare
GEHC
+$593K

Top Sells

1
+$9.15M
2
+$6.19M
3
+$6.16M
4
ABT icon
Abbott
ABT
+$6.03M
5
PG icon
Procter & Gamble
PG
+$6M

Sector Composition

1 Technology 27.61%
2 Healthcare 16.72%
3 Financials 9.99%
4 Industrials 9.63%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$393K 0.02%
7,200
202
$388K 0.01%
4,995
+60
203
$381K 0.01%
7,536
-3,500
204
$379K 0.01%
6,286
-1,058
205
$375K 0.01%
4,795
-228
206
$358K 0.01%
6,750
207
$357K 0.01%
6,380
-668
208
$355K 0.01%
2,870
209
$352K 0.01%
1,565
210
$344K 0.01%
7,170
211
$342K 0.01%
4,807
212
$332K 0.01%
5,774
-361
213
$325K 0.01%
21,000
214
$324K 0.01%
1,696
215
$324K 0.01%
9,380
+1,000
216
$320K 0.01%
+2,969
217
$303K 0.01%
+3,660
218
$299K 0.01%
4,171
-12,739
219
$290K 0.01%
1,736
220
$285K 0.01%
2,132
221
$277K 0.01%
2,220
+150
222
$273K 0.01%
820
223
$272K 0.01%
6,232
224
$271K 0.01%
10,474
225
$256K 0.01%
2,430
7 8
9
10 11