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
$1.41B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.7M
3
+$7.53M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.59M

Top Sells

1
+$11.4M
2
+$4.98M
3
+$2.81M
4
INTC icon
Intel
INTC
+$1.76M
5
CRWD icon
CrowdStrike
CRWD
+$1.58M

Sector Composition

1 Technology 16.56%
2 Financials 11.69%
3 Industrials 7.35%
4 Healthcare 6.1%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$312K 0.02%
14,113
-149
277
$311K 0.02%
3,386
278
$307K 0.02%
1,620
279
$307K 0.02%
3,938
280
$305K 0.02%
7,260
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281
$303K 0.02%
16,285
282
$302K 0.02%
1,582
+2
283
$301K 0.02%
10,561
284
$300K 0.02%
1,674
285
$297K 0.02%
+6,215
286
$296K 0.02%
2,120
287
$293K 0.02%
2,329
288
$292K 0.02%
11,300
289
$288K 0.02%
12,176
-1,196
290
$284K 0.02%
2,427
+322
291
$284K 0.02%
4,347
+367
292
$283K 0.02%
2,305
293
$283K 0.02%
8,338
294
$283K 0.02%
3,374
295
$279K 0.02%
+6,172
296
$275K 0.02%
3,590
297
$272K 0.02%
2,225
298
$268K 0.02%
854
299
$266K 0.02%
2,770
300
$265K 0.02%
1,037
+87
10 11
12
13 14