PWP

Principle Wealth Partners Portfolio holdings

AUM $1.6B
1-Year Est. Return 17.32%
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$472K
3
+$404K
4
AXP icon
American Express
AXP
+$401K
5
ARKK icon
ARK Innovation ETF
ARKK
+$325K

Top Sells

1
+$1.11M
2
+$725K
3
+$610K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$285K
5
VTV icon
Vanguard Value ETF
VTV
+$275K

Sector Composition

1 Industrials 18.53%
2 Technology 13.26%
3 Healthcare 10.87%
4 Financials 9.57%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$89K 0.03%
+1,750
227
$88K 0.03%
+4,625
228
$87K 0.03%
+485
229
$87K 0.03%
+1,634
230
$86K 0.03%
+1,400
231
$85K 0.03%
+355
232
$84K 0.02%
+1,092
233
$83K 0.02%
+3,205
234
$82K 0.02%
+2,061
235
$79K 0.02%
+3,960
236
$78K 0.02%
+895
237
$77K 0.02%
+5,000
238
$77K 0.02%
+400
239
$76K 0.02%
+4,125
240
$76K 0.02%
+1,699
241
$74K 0.02%
+1,315
242
$74K 0.02%
+1,327
243
$73K 0.02%
+972
244
$72K 0.02%
+458
245
$72K 0.02%
+800
246
$72K 0.02%
+1,300
247
$71K 0.02%
+1,509
248
$71K 0.02%
+2,779
249
$70K 0.02%
+13,985
250
$68K 0.02%
+282
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