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
$759M
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$17.2M
3
+$13.2M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$10.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$9.74M

Top Sells

1
+$863K
2
+$307K
3
+$193K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$173K
5
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
+$138K

Sector Composition

1 Industrials 16.34%
2 Technology 14.23%
3 Financials 11.24%
4 Healthcare 9.66%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$298K 0.04%
+8,198
227
$294K 0.04%
+5,540
228
$282K 0.04%
+1,659
229
$282K 0.04%
+5,708
230
$279K 0.04%
+1,755
231
$278K 0.04%
+2,157
232
$277K 0.04%
+1,772
233
$268K 0.04%
1,110
234
$265K 0.03%
+3,980
235
$265K 0.03%
+3,786
236
$264K 0.03%
+1,644
237
$263K 0.03%
+5,858
238
$260K 0.03%
+3,065
239
$260K 0.03%
+6,988
240
$258K 0.03%
2,800
+600
241
$256K 0.03%
+1,610
242
$255K 0.03%
+1,000
243
$254K 0.03%
+16,656
244
$253K 0.03%
+2,750
245
$247K 0.03%
+1,807
246
$246K 0.03%
+6,545
247
$244K 0.03%
+1,650
248
$244K 0.03%
4,300
249
$240K 0.03%
+7,494
250
$236K 0.03%
+2,950
7 8 9
10
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