PWP
Principle Wealth Partners Portfolio holdings
AUM
$1.75B
1-Year Est. Return
21.63%
This Fund
S&P 500
1 Year Est. Return
+21.63%
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
LyondellBasell Industries
LYB
$23.7B
| – | – |
-4,212
|
|
||
377
Kinetik
KNTK
$3.32B
| – | – |
-6,572
|
|
||
378
iShares S&P Small-Cap 600 Value ETF
IJS
$7.91B
| – | – |
-3,208
|
|
||
379
FLEX LNG
FLNG
$1.73B
| – | – |
-8,306
|
|
||
380
CSX Corp
CSX
$84.7B
| – | – |
-10,221
|
|
||
381
Ares Capital
ARCC
$13.6B
| – | – |
-11,833
|
|