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
$2.91B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$6.29M
3
+$3.78M
4
GEHC icon
GE HealthCare
GEHC
+$3.34M
5
EL icon
Estee Lauder
EL
+$2.4M

Top Sells

1
+$9.1M
2
+$4.06M
3
+$3.45M
4
PEP icon
PepsiCo
PEP
+$2.97M
5
AAPL icon
Apple
AAPL
+$2.68M

Sector Composition

1 Technology 30.01%
2 Healthcare 15.75%
3 Financials 9.96%
4 Communication Services 9.07%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$381K 0.01%
1,696
202
$364K 0.01%
2,915
-175
203
$359K 0.01%
4,207
204
$343K 0.01%
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205
$340K 0.01%
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206
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207
$336K 0.01%
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-1,167
208
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209
$333K 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
$307K 0.01%
750
216
$305K 0.01%
810
217
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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
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223
$276K 0.01%
10,474
224
$274K 0.01%
5,135
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225
$273K 0.01%
1,968
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9
10 11