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 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
251
$324K 0.03%
4,758
252
$322K 0.03%
7,013
-599
253
$322K 0.03%
12,214
254
$319K 0.03%
5,360
-885
255
$316K 0.03%
10,480
-833
256
$314K 0.03%
15,142
+2
257
$310K 0.03%
4,700
-685
258
$293K 0.03%
1,658
-5
259
$285K 0.03%
6,377
260
$282K 0.03%
1,316
+60
261
$282K 0.03%
19,279
262
$280K 0.03%
5,043
263
$279K 0.03%
5,835
264
$279K 0.03%
2,000
265
$279K 0.03%
250
266
$273K 0.03%
2,962
-440
267
$272K 0.03%
720
268
$271K 0.03%
8,228
+1
269
$269K 0.03%
16,390
-2,800
270
$267K 0.03%
1,736
271
$265K 0.03%
2,120
272
$264K 0.03%
3,521
-1,847
273
$263K 0.03%
2,075
+1
274
$258K 0.03%
2,495
275
$257K 0.03%
4,292