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
$995M
AUM Growth
+$16.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7M
3
+$6.72M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.32M

Top Sells

1
+$13.4M
2
+$2.05M
3
+$2.01M
4
NVDA icon
NVIDIA
NVDA
+$1.14M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.08M

Sector Composition

1 Technology 16.76%
2 Financials 11.82%
3 Industrials 9.04%
4 Healthcare 8.37%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$384K 0.04%
345
227
$383K 0.04%
5,518
+18
228
$381K 0.04%
2,177
+1
229
$379K 0.04%
5,154
230
$379K 0.04%
+5,972
231
$378K 0.04%
1,920
232
$377K 0.04%
3,437
-232
233
$374K 0.04%
1,869
234
$372K 0.04%
3,618
-7
235
$367K 0.04%
31,225
-4,580
236
$364K 0.04%
5,319
237
$362K 0.04%
1,850
238
$358K 0.04%
3,239
-212
239
$355K 0.04%
2,710
240
$353K 0.04%
6,535
241
$347K 0.03%
2,748
+76
242
$347K 0.03%
1,188
+37
243
$340K 0.03%
5,734
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244
$338K 0.03%
4,395
245
$338K 0.03%
14,482
246
$331K 0.03%
10,988
+569
247
$328K 0.03%
11,996
248
$328K 0.03%
4,377
+625
249
$326K 0.03%
2,643
250
$326K 0.03%
2,909
-145
8 9
10
11 12