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
$935M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$4.23M
3
+$3.32M
4
SCHW icon
Charles Schwab
SCHW
+$2.19M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.49M

Top Sells

1
+$9.53M
2
+$6.53M
3
+$2.23M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.47M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.26M

Sector Composition

1 Technology 17.03%
2 Financials 11.36%
3 Industrials 10.5%
4 Healthcare 9.41%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$359K 0.04%
6,234
-32
227
$357K 0.04%
6,535
228
$356K 0.04%
5,385
229
$352K 0.04%
11,273
-2,300
230
$347K 0.04%
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231
$346K 0.04%
2,595
232
$346K 0.04%
6,254
233
$346K 0.04%
1,850
234
$343K 0.04%
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235
$342K 0.04%
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-56
236
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3,540
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237
$341K 0.04%
6,500
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238
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239
$340K 0.04%
5,319
240
$337K 0.04%
+1,651
241
$334K 0.04%
9,732
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242
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243
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244
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245
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6,245
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246
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5,043
247
$328K 0.04%
14,482
248
$319K 0.03%
15,097
249
$317K 0.03%
15,142
-14,000
250
$317K 0.03%
15,000
8 9
10
11 12