PWP
Principle Wealth Partners Portfolio holdings
AUM
$1.6B
1-Year Return
17.32%
This Quarter Return
+11.31%
1 Year Return
+17.32%
3 Year Return
+63.97%
5 Year Return
+125.31%
10 Year Return
–
AUM
$759M
AUM Growth
+$400M
(+111%)
Cap. Flow
+$370M
Cap. Flow
% of AUM
48.77%
Top 10 Holdings %
Top 10 Hldgs %
41.97%
Holding
275
New
123
Increased
120
Reduced
11
Closed
3
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$37.5M |
| 2 |
Vanguard Growth ETF
VUG
|
$17.2M |
| 3 |
Apple
AAPL
|
$13.2M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$10.5M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$9.74M |
Top Sells
Sector Composition
| 1 | Industrials | 16.34% |
| 2 | Technology | 14.23% |
| 3 | Financials | 11.24% |
| 4 | Healthcare | 9.66% |
| 5 | Consumer Discretionary | 6.5% |
