PWP

Principle Wealth Partners Portfolio holdings

AUM $1.72B
1-Year Est. Return 19.77%
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$16.5M
3
+$6.29M
4
CVRT icon
Calamos Convertible Equity Alternative ETF
CVRT
+$2.65M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$1.87M

Top Sells

1
+$22.4M
2
+$4.1M
3
+$3.56M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.88M
5
CI icon
Cigna
CI
+$2.69M

Sector Composition

1 Technology 16.11%
2 Financials 13.27%
3 Industrials 6.72%
4 Consumer Discretionary 5.57%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$328K 0.02%
3,349
277
$325K 0.02%
+3,120
278
$325K 0.02%
16,355
-1,624
279
$323K 0.02%
13,152
280
$320K 0.02%
1,869
281
$318K 0.02%
4,487
282
$315K 0.02%
7,260
283
$311K 0.02%
+3,122
284
$308K 0.02%
10,380
285
$306K 0.02%
5,230
-170
286
$306K 0.02%
1,788
-18
287
$305K 0.02%
1,620
288
$302K 0.02%
2,770
289
$296K 0.02%
2,305
290
$294K 0.02%
+13,150
291
$293K 0.02%
+4,200
292
$292K 0.02%
9,929
-5,075
293
$289K 0.02%
2,555
294
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2,330
+1
295
$283K 0.02%
10,600
296
$282K 0.02%
9,878
-2,620
297
$280K 0.02%
3,076
298
$280K 0.02%
2,500
299
$279K 0.02%
1,515
-98
300
$278K 0.02%
2,000
10 11
12
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