PWP
Principle Wealth Partners Portfolio holdings
AUM
$1.77B
1-Year Est. Return
21.37%
This Fund
S&P 500
1 Year Est. Return
+21.37%
AUM
$1.77B
AUM Growth
+$51.5M
(+3%)
Holding
381
Top Buys
| 1 | +$5.61M | |
| 2 | +$3.35M | |
| 3 | +$3.32M | |
| 4 |
Amplify International Enhanced Dividend Income ETF
IDVO
|
+$3M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.82M |
Top Sells
| 1 | +$16.1M | |
| 2 | +$2.74M | |
| 3 | +$2.74M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$2.62M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$2.27M |
Sector Composition
| 1 | Technology | 16.94% |
| 2 | Financials | 13.17% |
| 3 | Industrials | 6.51% |
| 4 | Consumer Discretionary | 5.35% |
| 5 | Healthcare | 5.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Kinetik
KNTK
$2.93B
| – | – |
-6,572
|
|
||
377
LyondellBasell Industries
LYB
$21.2B
| – | – |
-4,212
|
|
||
|
MRSH
378
Marsh
MRSH
$89.6B
| – | – |
-1,321
|
|
||
379
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.37B
| – | – |
-4,272
|
|
||
380
VICI Properties
VICI
$31.7B
| – | – |
-6,385
|
|
||
381
Vanguard FTSE Emerging Markets ETF
VWO
$110B
| – | – |
-3,909
|
|