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
$1.16B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$18M
3
+$11M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$9.19M
5
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$8.07M

Top Sells

1
+$13.6M
2
+$11.4M
3
+$7.19M
4
PFE icon
Pfizer
PFE
+$1.87M
5
FSMB icon
First Trust Short Duration Managed Municipal ETF
FSMB
+$1.19M

Sector Composition

1 Technology 16.72%
2 Financials 11.94%
3 Industrials 8.49%
4 Healthcare 7.13%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$245K 0.02%
2,329
302
$240K 0.02%
1,194
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303
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304
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305
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307
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308
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309
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310
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311
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312
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313
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314
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315
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18,004
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316
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317
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318
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320
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322
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324
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325
$204K 0.02%
5,010
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10 11 12
13
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