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
$3.46B
AUM Growth
+$551M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.9M
3
+$12.5M
4
JPM icon
JPMorgan Chase
JPM
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$11.8M
2
+$11M
3
+$9.29M
4
AVGO icon
Broadcom
AVGO
+$5.39M
5
SPLK
Splunk Inc
SPLK
+$4.06M

Sector Composition

1 Technology 29.7%
2 Healthcare 15.59%
3 Financials 10.24%
4 Industrials 9.64%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$438K 0.01%
7,075
202
$432K 0.01%
1,381
-20
203
$424K 0.01%
1,696
204
$411K 0.01%
1,550
205
$405K 0.01%
6,040
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206
$402K 0.01%
4,207
207
$401K 0.01%
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208
$401K 0.01%
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209
$392K 0.01%
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210
$392K 0.01%
2,210
-29
211
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212
$386K 0.01%
27,580
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213
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2,915
214
$363K 0.01%
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215
$361K 0.01%
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216
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894
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217
$352K 0.01%
841
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218
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219
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220
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+1,650
221
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11,224
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222
$326K 0.01%
3,370
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223
$325K 0.01%
1,044
224
$322K 0.01%
810
225
$318K 0.01%
6,472
+1,998
7 8
9
10 11