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
$951M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.79M
3
+$3.54M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.41M

Top Sells

1
+$11.1M
2
+$1.65M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$838K
5
AAPL icon
Apple
AAPL
+$623K

Sector Composition

1 Technology 16.48%
2 Industrials 12%
3 Financials 10.75%
4 Healthcare 9.67%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$405K 0.04%
6,122
+1,793
227
$404K 0.04%
10,136
+477
228
$399K 0.04%
8,637
+2,475
229
$394K 0.04%
7,110
230
$393K 0.04%
1,887
+13
231
$387K 0.04%
6,700
232
$380K 0.04%
29,235
+39
233
$373K 0.04%
3,425
-28
234
$373K 0.04%
8,523
-129
235
$371K 0.04%
3,435
+5
236
$368K 0.04%
1,795
-275
237
$360K 0.04%
2,748
238
$356K 0.04%
4,395
239
$356K 0.04%
20,500
240
$354K 0.04%
2,135
+278
241
$353K 0.04%
13,540
242
$352K 0.04%
7,200
243
$347K 0.04%
19,190
244
$347K 0.04%
1,086
245
$346K 0.04%
31,844
-2,960
246
$336K 0.04%
2,535
247
$333K 0.04%
3,075
+899
248
$324K 0.03%
1,074
-75
249
$324K 0.03%
6,854
+389
250
$321K 0.03%
9,635
8 9
10
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