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
$1.41B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.7M
3
+$7.53M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.59M

Top Sells

1
+$11.4M
2
+$4.98M
3
+$2.81M
4
INTC icon
Intel
INTC
+$1.76M
5
CRWD icon
CrowdStrike
CRWD
+$1.58M

Sector Composition

1 Technology 16.56%
2 Financials 11.69%
3 Industrials 7.35%
4 Healthcare 6.1%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$262K 0.02%
3,176
302
$252K 0.02%
8,646
303
$249K 0.02%
+525
304
$249K 0.02%
1,116
+166
305
$247K 0.02%
13,152
306
$246K 0.02%
+4,648
307
$245K 0.02%
10,000
308
$243K 0.02%
9,000
309
$242K 0.02%
1,509
+1
310
$241K 0.02%
5,043
311
$240K 0.02%
2,245
312
$236K 0.02%
6,600
313
$230K 0.02%
704
314
$228K 0.02%
540
315
$223K 0.02%
+1,525
316
$222K 0.02%
3,526
-1,700
317
$220K 0.02%
2,742
+78
318
$220K 0.02%
15,015
319
$219K 0.02%
1,978
320
$218K 0.02%
9,865
-245
321
$218K 0.02%
3,500
322
$216K 0.02%
+4,272
323
$213K 0.02%
+2,542
324
$211K 0.01%
+5,180
325
$210K 0.01%
+4,837
10 11 12
13
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