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
$951M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.79M
3
+$3.54M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.41M

Top Sells

1
+$11.1M
2
+$1.65M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$838K
5
AAPL icon
Apple
AAPL
+$623K

Sector Composition

1 Technology 16.48%
2 Industrials 12%
3 Financials 10.75%
4 Healthcare 9.67%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$269K 0.03%
15,805
-4,475
277
$266K 0.03%
14,080
278
$266K 0.03%
3,275
+84
279
$263K 0.03%
17,675
280
$262K 0.03%
2,629
-52
281
$258K 0.03%
1,079
+1
282
$257K 0.03%
3,707
-298
283
$251K 0.03%
2,120
284
$250K 0.03%
5,708
285
$249K 0.03%
3,751
286
$246K 0.03%
3,348
+298
287
$245K 0.03%
2,225
-400
288
$242K 0.03%
1,193
289
$242K 0.03%
1,944
290
$238K 0.03%
+4,781
291
$236K 0.02%
3,164
292
$234K 0.02%
1,986
293
$232K 0.02%
4,094
294
$230K 0.02%
919
-195
295
$230K 0.02%
+6,890
296
$228K 0.02%
1,830
297
$224K 0.02%
4,680
298
$221K 0.02%
8,180
-2,980
299
$221K 0.02%
+7,465
300
$220K 0.02%
849
10 11
12
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