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
$1.42B
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.21M
3
+$2.11M
4
ASML icon
ASML
ASML
+$1.9M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.86M

Top Sells

1
+$1.91M
2
+$1.53M
3
+$1.47M
4
INTC icon
Intel
INTC
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.27M

Sector Composition

1 Technology 16.91%
2 Financials 12.64%
3 Industrials 6.85%
4 Consumer Discretionary 5.97%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$393K 0.03%
9,258
252
$389K 0.03%
19,385
+3,120
253
$387K 0.03%
4,502
+510
254
$386K 0.03%
4,826
255
$381K 0.03%
3,153
-4,132
256
$379K 0.03%
6,167
257
$377K 0.03%
1,920
258
$376K 0.03%
9,204
+420
259
$374K 0.03%
+6,195
260
$369K 0.03%
4,294
+2
261
$367K 0.03%
24,571
+3,259
262
$362K 0.03%
11,534
263
$360K 0.03%
10,380
264
$357K 0.03%
17,979
-188
265
$354K 0.02%
3,076
266
$353K 0.02%
1,308
-151
267
$351K 0.02%
3,500
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268
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3,349
269
$349K 0.02%
3,302
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270
$342K 0.02%
12,498
-1,615
271
$336K 0.02%
3,938
272
$334K 0.02%
13,152
273
$328K 0.02%
18,920
+2,635
274
$322K 0.02%
1,806
+132
275
$320K 0.02%
5,922
-1,344
9 10
11
12 13