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
$1.42B
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.21M
3
+$2.11M
4
ASML icon
ASML
ASML
+$1.9M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.86M

Top Sells

1
+$1.91M
2
+$1.53M
3
+$1.47M
4
INTC icon
Intel
INTC
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.27M

Sector Composition

1 Technology 16.91%
2 Financials 12.64%
3 Industrials 6.85%
4 Consumer Discretionary 5.97%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$260K 0.02%
2,270
+25
302
$252K 0.02%
9,000
303
$249K 0.02%
525
304
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305
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1,037
306
$243K 0.02%
10,510
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307
$239K 0.02%
8,843
+1,104
308
$238K 0.02%
11,300
309
$238K 0.02%
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310
$238K 0.02%
10,000
311
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6,600
312
$237K 0.02%
1,116
313
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314
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1,048
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315
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2,500
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316
$230K 0.02%
540
317
$225K 0.02%
+2,038
318
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319
$219K 0.02%
3,500
320
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2,759
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321
$217K 0.02%
1,453
-56
322
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+1,045
323
$212K 0.01%
16,240
+1,225
324
$211K 0.01%
1,978
325
$206K 0.01%
4,272
10 11 12
13
14