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
251
$321K 0.03%
6,559
-3,110
252
$321K 0.03%
28,455
+2,735
253
$316K 0.03%
1,710
254
$314K 0.03%
2,000
-835
255
$314K 0.03%
+10,173
256
$314K 0.03%
16,650
-1,975
257
$303K 0.03%
1,835
+2
258
$301K 0.03%
+5,746
259
$299K 0.03%
12,575
+1,885
260
$299K 0.03%
720
261
$295K 0.03%
9,355
262
$291K 0.03%
8,000
263
$289K 0.03%
15,430
264
$288K 0.03%
853
-32
265
$288K 0.03%
6,249
266
$287K 0.03%
3,341
+42
267
$287K 0.03%
3,980
268
$285K 0.03%
8,852
269
$284K 0.03%
6,310
270
$284K 0.03%
7,515
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271
$282K 0.03%
16,674
+4,000
272
$282K 0.03%
5,545
273
$282K 0.03%
13,330
274
$280K 0.03%
12,751
+105
275
$275K 0.03%
5,954
+144
9 10
11
12 13