PWP

Principle Wealth Partners Portfolio holdings

AUM $1.72B
1-Year Est. Return 19.77%
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$16.5M
3
+$6.29M
4
CVRT icon
Calamos Convertible Equity Alternative ETF
CVRT
+$2.65M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$1.87M

Top Sells

1
+$22.4M
2
+$4.1M
3
+$3.56M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.88M
5
CI icon
Cigna
CI
+$2.69M

Sector Composition

1 Technology 16.11%
2 Financials 13.27%
3 Industrials 6.72%
4 Consumer Discretionary 5.57%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$276K 0.02%
+2,543
302
$272K 0.02%
1,116
303
$268K 0.02%
9,450
-550
304
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-506
305
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306
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1,037
307
$262K 0.02%
854
308
$262K 0.02%
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309
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310
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311
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6,600
312
$251K 0.02%
1,453
313
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314
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315
$246K 0.02%
697
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316
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3,025
317
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318
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319
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320
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321
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322
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2,880
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323
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540
324
$224K 0.02%
704
325
$220K 0.02%
1,984
+6
11 12
13
14 15