PWP

Principle Wealth Partners Portfolio holdings

AUM $1.77B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
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
+$1.45M
2
+$401K
3
+$388K
4
UPS icon
United Parcel Service
UPS
+$363K
5
IBM icon
IBM
IBM
+$317K

Top Sells

1
+$1.07M
2
+$684K
3
+$610K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$276K
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
376
$15K ﹤0.01%
+250
377
$15K ﹤0.01%
+259
378
$15K ﹤0.01%
+1,346
379
$14K ﹤0.01%
+118
380
$14K ﹤0.01%
+775
381
$14K ﹤0.01%
+67
382
$14K ﹤0.01%
+1,520
383
$14K ﹤0.01%
+100
384
$14K ﹤0.01%
+142
385
$14K ﹤0.01%
+505
386
$13K ﹤0.01%
+79
387
$13K ﹤0.01%
+351
388
$13K ﹤0.01%
+244
389
$13K ﹤0.01%
+141
390
$12K ﹤0.01%
+132
391
$12K ﹤0.01%
+400
392
$12K ﹤0.01%
+81
393
$12K ﹤0.01%
+168
394
$12K ﹤0.01%
+112
395
$12K ﹤0.01%
+609
396
$12K ﹤0.01%
+1,680
397
$12K ﹤0.01%
+96
398
$11K ﹤0.01%
+97
399
$11K ﹤0.01%
+175
400
$11K ﹤0.01%
+75
14 15
16
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