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
351
$21K 0.01%
+640
352
$21K 0.01%
+5,743
353
$20K 0.01%
+100
354
$20K 0.01%
+3,300
355
$20K 0.01%
+602
356
$20K 0.01%
+593
357
$20K 0.01%
+1,602
358
$20K 0.01%
+289
359
$19K 0.01%
+375
360
$19K 0.01%
+575
361
$18K 0.01%
+460
362
$18K 0.01%
+270
363
$18K 0.01%
+333
364
$17K 0.01%
+124
365
$17K 0.01%
+1,640
366
$17K 0.01%
+308
367
$17K 0.01%
+100
368
$17K 0.01%
+100
369
$16K ﹤0.01%
+1,217
370
$16K ﹤0.01%
+650
371
$16K ﹤0.01%
+331
372
$16K ﹤0.01%
+918
373
$16K ﹤0.01%
+276
374
$15K ﹤0.01%
+222
375
$15K ﹤0.01%
+541
13 14
15
16 17