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
$2.79B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.9M
3
+$2.48M
4
WM icon
Waste Management
WM
+$2.26M
5
ABNB icon
Airbnb
ABNB
+$1.7M

Top Sells

1
+$27M
2
+$11.9M
3
+$10.1M
4
AAPL icon
Apple
AAPL
+$6.47M
5
DG icon
Dollar General
DG
+$3.86M

Sector Composition

1 Technology 29.5%
2 Healthcare 16.21%
3 Financials 9.51%
4 Industrials 9.25%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$397K 0.01%
7,075
-125
202
$381K 0.01%
1,565
203
$379K 0.01%
3,090
+220
204
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205
$372K 0.01%
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206
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-2
207
$357K 0.01%
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208
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209
$349K 0.01%
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210
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211
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212
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213
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214
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215
$311K 0.01%
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216
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217
$296K 0.01%
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218
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219
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220
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221
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222
$275K 0.01%
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223
$266K 0.01%
7,365
224
$256K 0.01%
2,410
-20
225
$254K 0.01%
1,599
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