PWP
Principle Wealth Partners Portfolio holdings
AUM
$1.6B
1-Year Est. Return
17.32%
1 Year Est. Return
+17.32%
AUM
$1.4B
AUM Growth
-$25.8M
(-1.8%)
Holding
352
Top Buys
| 1 | +$23M | |
| 2 | +$16.5M | |
| 3 | +$6.29M | |
| 4 |
Calamos Convertible Equity Alternative ETF
CVRT
|
+$2.65M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$1.87M |
Top Sells
| 1 | +$22.4M | |
| 2 | +$4.1M | |
| 3 | +$3.56M | |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$2.88M |
| 5 |
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
Whirlpool
WHR
$4.17B
| – | – |
-2,270
|
|
||
352
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.5B
| – | – |
-1,048
|
|