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
$1.16B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$18M
3
+$11M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$9.19M
5
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$8.07M

Top Sells

1
+$13.6M
2
+$11.4M
3
+$7.19M
4
PFE icon
Pfizer
PFE
+$1.87M
5
FSMB icon
First Trust Short Duration Managed Municipal ETF
FSMB
+$1.19M

Sector Composition

1 Technology 16.72%
2 Financials 11.94%
3 Industrials 8.49%
4 Healthcare 7.13%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$281K 0.02%
13,197
277
$280K 0.02%
8,338
278
$277K 0.02%
2,120
279
$277K 0.02%
3,254
280
$274K 0.02%
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281
$273K 0.02%
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282
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16,390
283
$273K 0.02%
3,888
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284
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285
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1,620
-50
286
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287
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+2,543
288
$264K 0.02%
+10,311
289
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+9,175
290
$260K 0.02%
7,260
291
$260K 0.02%
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292
$259K 0.02%
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293
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294
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295
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7,263
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296
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14,262
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297
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9,496
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298
$250K 0.02%
+2,525
299
$248K 0.02%
2,225
300
$246K 0.02%
3,980
10 11
12
13 14