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
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$4.31M
3
+$3.1M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.88M

Top Sells

1
+$7.74M
2
+$7.55M
3
+$4.48M
4
AAPL icon
Apple
AAPL
+$1.64M
5
INTC icon
Intel
INTC
+$1.38M

Sector Composition

1 Technology 18.08%
2 Financials 11.7%
3 Industrials 10.02%
4 Healthcare 8.71%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$330K 0.03%
6,377
-71
252
$327K 0.03%
12,214
+301
253
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14,482
254
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255
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256
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257
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11,996
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258
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259
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260
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20,328
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261
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262
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2,000
263
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264
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265
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8,648
266
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267
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270
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250
271
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272
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19,190
273
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8,633
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274
$278K 0.03%
6,140
-15
275
$275K 0.03%
3,515
9 10
11
12 13