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
$1.41B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.7M
3
+$7.53M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.59M

Top Sells

1
+$11.4M
2
+$4.98M
3
+$2.81M
4
INTC icon
Intel
INTC
+$1.76M
5
CRWD icon
CrowdStrike
CRWD
+$1.58M

Sector Composition

1 Technology 16.56%
2 Financials 11.69%
3 Industrials 7.35%
4 Healthcare 6.1%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$400K 0.03%
+7,201
252
$393K 0.03%
2,940
253
$390K 0.03%
15,142
254
$384K 0.03%
1,459
-78
255
$382K 0.03%
1,736
256
$376K 0.03%
9,258
257
$375K 0.03%
10,480
258
$374K 0.03%
6,167
259
$372K 0.03%
11,534
260
$365K 0.03%
5,627
-43,420
261
$365K 0.03%
3,076
262
$364K 0.03%
18,167
+28
263
$358K 0.03%
1,869
264
$355K 0.03%
4,292
265
$346K 0.02%
8,031
266
$342K 0.02%
7,631
+1
267
$341K 0.02%
5,375
268
$340K 0.02%
3,349
269
$333K 0.02%
3,653
270
$332K 0.02%
7,266
+1
271
$328K 0.02%
1,600
272
$325K 0.02%
2,552
+8
273
$321K 0.02%
3,634
-435
274
$319K 0.02%
16,265
-125
275
$317K 0.02%
13,694
9 10
11
12 13