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
$1.42B
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.21M
3
+$2.11M
4
ASML icon
ASML
ASML
+$1.9M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.86M

Top Sells

1
+$1.91M
2
+$1.53M
3
+$1.47M
4
INTC icon
Intel
INTC
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.27M

Sector Composition

1 Technology 16.91%
2 Financials 12.64%
3 Industrials 6.85%
4 Consumer Discretionary 5.97%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$319K 0.02%
5,400
-2,305
277
$317K 0.02%
1,869
278
$313K 0.02%
1,600
279
$311K 0.02%
2,000
-225
280
$310K 0.02%
3,386
281
$305K 0.02%
2,555
+3
282
$304K 0.02%
3,399
+25
283
$303K 0.02%
14,194
+500
284
$303K 0.02%
4,487
+140
285
$300K 0.02%
1,620
286
$300K 0.02%
2,329
287
$298K 0.02%
1,613
+31
288
$297K 0.02%
12,141
+1,580
289
$294K 0.02%
+10,600
290
$292K 0.02%
7,260
291
$291K 0.02%
3,634
292
$289K 0.02%
9,211
+565
293
$287K 0.02%
5,374
-1
294
$284K 0.02%
2,120
295
$283K 0.02%
2,305
296
$279K 0.02%
+7,513
297
$275K 0.02%
854
298
$274K 0.02%
6,214
-1
299
$266K 0.02%
3,416
-174
300
$260K 0.02%
2,770
10 11
12
13 14