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
$341M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$472K
3
+$404K
4
AXP icon
American Express
AXP
+$401K
5
ARKK icon
ARK Innovation ETF
ARKK
+$325K

Top Sells

1
+$1.11M
2
+$725K
3
+$610K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$285K
5
VTV icon
Vanguard Value ETF
VTV
+$275K

Sector Composition

1 Industrials 18.53%
2 Technology 13.26%
3 Healthcare 10.87%
4 Financials 9.57%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$66K 0.02%
+391
252
$65K 0.02%
+2,000
253
$64K 0.02%
+250
254
$64K 0.02%
+1,343
255
$64K 0.02%
+1,000
256
$63K 0.02%
+800
257
$62K 0.02%
+800
258
$62K 0.02%
+700
259
$60K 0.02%
+357
260
$60K 0.02%
+1,065
261
$59K 0.02%
+459
262
$58K 0.02%
+1,197
263
$57K 0.02%
+2,063
264
$57K 0.02%
+610
265
$56K 0.02%
+1,770
266
$54K 0.02%
+1,721
267
$54K 0.02%
+1,524
268
$53K 0.02%
+1,726
269
$52K 0.02%
+1,892
270
$52K 0.02%
+1,325
271
$52K 0.02%
+950
272
$51K 0.02%
+1,290
273
$51K 0.02%
+2,421
274
$51K 0.02%
+1,770
275
$50K 0.01%
+900
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