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
$341M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$472K
3
+$404K
4
AXP icon
American Express
AXP
+$401K
5
ARKK icon
ARK Innovation ETF
ARKK
+$325K

Top Sells

1
+$1.11M
2
+$725K
3
+$610K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$285K
5
VTV icon
Vanguard Value ETF
VTV
+$275K

Sector Composition

1 Industrials 18.53%
2 Technology 13.26%
3 Healthcare 10.87%
4 Financials 9.57%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$30K 0.01%
+600
327
$30K 0.01%
+183
328
$30K 0.01%
+284
329
$30K 0.01%
+400
330
$30K 0.01%
+990
331
$29K 0.01%
+228
332
$28K 0.01%
+900
333
$28K 0.01%
+800
334
$27K 0.01%
+200
335
$27K 0.01%
+1,017
336
$26K 0.01%
+940
337
$25K 0.01%
+1,000
338
$24K 0.01%
+650
339
$24K 0.01%
+1,225
340
$24K 0.01%
+1,100
341
$23K 0.01%
+421
342
$23K 0.01%
+600
343
$23K 0.01%
+450
344
$23K 0.01%
+100
345
$22K 0.01%
+450
346
$22K 0.01%
+290
347
$22K 0.01%
+400
348
$22K 0.01%
+450
349
$22K 0.01%
+210
350
$21K 0.01%
+13
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