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 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
351
-2,270
352
-1,048