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
+$16.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7M
3
+$6.72M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.32M

Top Sells

1
+$13.4M
2
+$2.05M
3
+$2.01M
4
NVDA icon
NVIDIA
NVDA
+$1.14M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.08M

Sector Composition

1 Technology 16.76%
2 Financials 11.82%
3 Industrials 9.04%
4 Healthcare 8.37%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$254K 0.03%
13,197
-1,900
277
$254K 0.03%
7,467
-1,181
278
$254K 0.03%
1,670
279
$251K 0.03%
3,155
280
$251K 0.03%
3,299
281
$250K 0.03%
1,600
282
$248K 0.02%
19,991
-337
283
$247K 0.02%
+13,985
284
$245K 0.02%
2,940
-205
285
$245K 0.02%
3,254
-261
286
$244K 0.02%
6,734
-120
287
$243K 0.02%
3,590
-540
288
$243K 0.02%
7,260
289
$241K 0.02%
7,159
-1,474
290
$238K 0.02%
8,338
-1,394
291
$235K 0.02%
14,162
-2,590
292
$228K 0.02%
3,980
293
$227K 0.02%
16,285
-1,390
294
$226K 0.02%
1,631
295
$224K 0.02%
+5,380
296
$223K 0.02%
2,225
297
$223K 0.02%
2,770
298
$220K 0.02%
850
+50
299
$219K 0.02%
2,329
300
$218K 0.02%
15,000
10 11
12
13 14