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
$341M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$472K
3
+$404K
4
AXP icon
American Express
AXP
+$401K
5
ARKK icon
ARK Innovation ETF
ARKK
+$325K

Top Sells

1
+$1.11M
2
+$725K
3
+$610K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$285K
5
VTV icon
Vanguard Value ETF
VTV
+$275K

Sector Composition

1 Industrials 18.53%
2 Technology 13.26%
3 Healthcare 10.87%
4 Financials 9.57%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$50K 0.01%
+462
277
$50K 0.01%
+800
278
$49K 0.01%
+280
279
$48K 0.01%
+3,429
280
$48K 0.01%
+2,738
281
$47K 0.01%
+1,000
282
$47K 0.01%
+1,100
283
$46K 0.01%
+360
284
$46K 0.01%
+556
285
$46K 0.01%
+521
286
$45K 0.01%
+1,494
287
$45K 0.01%
+7,930
288
$45K 0.01%
+1,175
289
$44K 0.01%
+234
290
$44K 0.01%
+1,010
291
$43K 0.01%
+815
292
$43K 0.01%
+732
293
$43K 0.01%
+475
294
$43K 0.01%
+200
295
$41K 0.01%
+400
296
$41K 0.01%
+5,825
297
$41K 0.01%
+484
298
$41K 0.01%
+756
299
$41K 0.01%
+575
300
$41K 0.01%
+1,000
10 11
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