PWP
Principle Wealth Partners Portfolio holdings
AUM
$1.6B
1-Year Return
17.32%
This Quarter Return
+6.68%
1 Year Return
+17.32%
3 Year Return
+63.97%
5 Year Return
+125.31%
10 Year Return
–
AUM
$995M
AUM Growth
+$59.8M
(+6.4%)
Cap. Flow
+$6.57M
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
34.49%
Holding
329
New
16
Increased
85
Reduced
112
Closed
8
Top Buys
Top Sells
| 1 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$7.74M |
| 2 |
Vanguard Energy ETF
VDE
|
$7.55M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$4.48M |
| 4 |
Apple
AAPL
|
$1.64M |
| 5 |
Intel
INTC
|
$1.38M |
Sector Composition
| 1 | Technology | 18.08% |
| 2 | Financials | 11.7% |
| 3 | Industrials | 10.02% |
| 4 | Healthcare | 8.71% |
| 5 | Consumer Discretionary | 6.66% |
