PWP

Principle Wealth Partners Portfolio holdings

AUM $1.72B
1-Year Est. Return 19.77%
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$16.5M
3
+$6.29M
4
CVRT icon
Calamos Convertible Equity Alternative ETF
CVRT
+$2.65M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$1.87M

Top Sells

1
+$22.4M
2
+$4.1M
3
+$3.56M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.88M
5
CI icon
Cigna
CI
+$2.69M

Sector Composition

1 Technology 16.11%
2 Financials 13.27%
3 Industrials 6.72%
4 Consumer Discretionary 5.57%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$371K 0.03%
+9,925
252
$367K 0.03%
6,167
253
$367K 0.03%
2,494
-60
254
$366K 0.03%
1,736
255
$366K 0.03%
24,577
+6
256
$363K 0.03%
15,477
257
$362K 0.03%
4,666
-36
258
$362K 0.03%
1,600
259
$359K 0.03%
7,486
-4,691
260
$359K 0.03%
7,631
261
$359K 0.03%
15,793
-6,485
262
$356K 0.03%
11,534
263
$353K 0.03%
3,155
-147
264
$351K 0.03%
4,486
+192
265
$350K 0.03%
8,031
266
$347K 0.02%
5,808
-114
267
$346K 0.02%
12,141
268
$343K 0.02%
3,399
269
$341K 0.02%
6,572
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270
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14,194
271
$340K 0.02%
5,500
272
$338K 0.02%
1,920
273
$336K 0.02%
1,308
274
$334K 0.02%
2,120
275
$331K 0.02%
18,920
9 10
11
12 13