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
326
$207K 0.01%
+1,035
327
$205K 0.01%
+2,247
328
$205K 0.01%
+850
329
$205K 0.01%
+2,543
330
$203K 0.01%
+7,980
331
$202K 0.01%
+7,739
332
$202K 0.01%
+3,240
333
$190K 0.01%
50,315
334
$177K 0.01%
+12,800
335
$170K 0.01%
+14,222
336
$165K 0.01%
+18,555
337
$149K 0.01%
+14,154
338
$147K 0.01%
+10,373
339
$143K 0.01%
+12,309
340
$128K 0.01%
+11,000
341
– –
-114,222
342
– –
-4,120
343
– –
-1,400
344
– –
-121,583
345
– –
-8,995
346
– –
-2,501
347
– –
-5,764
348
– –
-2,335
349
– –
-4,800
10 11 12 13
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