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
$995M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$4.31M
3
+$3.1M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.88M

Top Sells

1
+$7.74M
2
+$7.55M
3
+$4.48M
4
AAPL icon
Apple
AAPL
+$1.64M
5
INTC icon
Intel
INTC
+$1.38M

Sector Composition

1 Technology 18.08%
2 Financials 11.7%
3 Industrials 10.02%
4 Healthcare 8.71%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$275K 0.03%
1,736
277
$275K 0.03%
+13,213
278
$270K 0.03%
6,310
279
$267K 0.03%
15,097
280
$267K 0.03%
4,292
281
$264K 0.03%
1,670
282
$263K 0.03%
+1,770
283
$263K 0.03%
12,140
284
$263K 0.03%
26,329
-109
285
$261K 0.03%
3,299
286
$260K 0.03%
9,635
287
$257K 0.03%
8,031
+700
288
$248K 0.02%
10,740
289
$247K 0.02%
3,980
290
$247K 0.02%
7,260
291
$244K 0.02%
2,770
292
$244K 0.02%
6,854
293
$237K 0.02%
2,074
-1
294
$236K 0.02%
1,045
295
$236K 0.02%
1,631
-63
296
$233K 0.02%
5,125
-1,750
297
$232K 0.02%
6,253
298
$231K 0.02%
2,225
299
$228K 0.02%
3,417
-3,135
300
$228K 0.02%
2,329
10 11
12
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