PWP

Principle Wealth Partners Portfolio holdings

AUM $1.6B
1-Year Est. Return 17.32%
This Quarter Est. Return
1 Year Est. Return
+17.32%
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 +$1.59M
2 +$472K
3 +$404K
4
AXP icon
American Express
AXP
+$401K
5
ARKK icon
ARK Innovation ETF
ARKK
+$325K

Top Sells

1 +$1.11M
2 +$725K
3 +$610K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$285K
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
401
$11K ﹤0.01%
+175
402
$11K ﹤0.01%
+75
403
$11K ﹤0.01%
+118
404
$10K ﹤0.01%
+128
405
$10K ﹤0.01%
+125
406
$10K ﹤0.01%
+156
407
$10K ﹤0.01%
+68
408
$10K ﹤0.01%
+271
409
$9K ﹤0.01%
+182
410
$9K ﹤0.01%
+71
411
$9K ﹤0.01%
+268
412
$9K ﹤0.01%
+66
413
$9K ﹤0.01%
+970
414
$8K ﹤0.01%
+86
415
$8K ﹤0.01%
+99
416
$8K ﹤0.01%
+150
417
$7K ﹤0.01%
+228
418
$7K ﹤0.01%
+700
419
$7K ﹤0.01%
+65
420
$7K ﹤0.01%
+240
421
$7K ﹤0.01%
+120
422
$7K ﹤0.01%
+150
423
$6K ﹤0.01%
+12
424
$6K ﹤0.01%
+16
425
$6K ﹤0.01%
+108