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
$882M
AUM Growth
+$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.06M
3
+$4.97M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.86M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.6M

Top Sells

1
+$11.4M
2
+$3.01M
3
+$1.05M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.01M
5
MMM icon
3M
MMM
+$631K

Sector Composition

1 Technology 14.54%
2 Financials 11.91%
3 Healthcare 11.06%
4 Industrials 10.71%
5 Consumer Discretionary 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$254K 0.03%
19,190
277
$252K 0.03%
1,256
278
$251K 0.03%
3,333
-456
279
$250K 0.03%
+9,915
280
$244K 0.03%
6,253
+4
281
$243K 0.03%
5,545
282
$238K 0.03%
2,225
283
$236K 0.03%
20,253
-462
284
$234K 0.03%
48,610
+505
285
$230K 0.03%
+3,550
286
$227K 0.03%
+2,064
287
$227K 0.03%
1,273
288
$225K 0.03%
3,415
-176
289
$223K 0.03%
3,164
-23
290
$222K 0.03%
+8,615
291
$221K 0.03%
12,140
+170
292
$220K 0.03%
3,580
293
$220K 0.02%
17,675
294
$217K 0.02%
+6,434
295
$215K 0.02%
15,630
+200
296
$211K 0.02%
12,820
-2,985
297
$211K 0.02%
1,978
-101
298
$210K 0.02%
5,890
+336
299
$210K 0.02%
+4,292
300
$209K 0.02%
3,301
-250
9 10 11
12
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