PWP

Principle Wealth Partners Portfolio holdings

AUM $1.77B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$401K
3
+$388K
4
UPS icon
United Parcel Service
UPS
+$363K
5
IBM icon
IBM
IBM
+$317K

Top Sells

1
+$1.07M
2
+$684K
3
+$610K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$276K
5
VTV icon
Vanguard Value ETF
VTV
+$275K

Sector Composition

1 Industrials 18.53%
2 Technology 13.26%
3 Healthcare 10.87%
4 Financials 9.57%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$40K 0.01%
+500
302
$40K 0.01%
+858
303
$40K 0.01%
+504
304
$39K 0.01%
+620
305
$39K 0.01%
+310
306
$36K 0.01%
+403
307
$36K 0.01%
+800
308
$36K 0.01%
+1,025
309
$36K 0.01%
+309
310
$35K 0.01%
+507
311
$35K 0.01%
+245
312
$35K 0.01%
+136
313
$34K 0.01%
+600
314
$34K 0.01%
+200
315
$34K 0.01%
+105
316
$34K 0.01%
+600
317
$33K 0.01%
+379
318
$33K 0.01%
+150
319
$33K 0.01%
+300
320
$32K 0.01%
+595
321
$32K 0.01%
+300
322
$30K 0.01%
+320
323
$30K 0.01%
+2,475
324
$30K 0.01%
+1,000
325
$30K 0.01%
+485
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