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
$935M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$4.23M
3
+$3.32M
4
SCHW icon
Charles Schwab
SCHW
+$2.19M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.49M

Top Sells

1
+$9.53M
2
+$6.53M
3
+$2.23M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.47M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.26M

Sector Composition

1 Technology 17.03%
2 Financials 11.36%
3 Industrials 10.5%
4 Healthcare 9.41%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$258K 0.03%
7,260
277
$257K 0.03%
3,102
278
$255K 0.03%
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279
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280
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281
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282
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283
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284
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285
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286
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287
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288
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289
$241K 0.03%
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290
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291
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292
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293
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294
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295
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296
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15,130
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297
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298
$228K 0.02%
7,331
-2,200
299
$221K 0.02%
+1,045
300
$218K 0.02%
1,978
10 11
12
13 14