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
426
$6K ﹤0.01%
+300
427
$6K ﹤0.01%
+200
428
$5K ﹤0.01%
+700
429
$5K ﹤0.01%
+35
430
$5K ﹤0.01%
+189
431
$5K ﹤0.01%
+125
432
$5K ﹤0.01%
+47
433
$5K ﹤0.01%
+29
434
$5K ﹤0.01%
+28
435
$5K ﹤0.01%
+12
436
$5K ﹤0.01%
+116
437
$5K ﹤0.01%
+33
438
$5K ﹤0.01%
+100
439
$5K ﹤0.01%
+68
440
$5K ﹤0.01%
+36
441
$5K ﹤0.01%
+30
442
$5K ﹤0.01%
+101
443
$4K ﹤0.01%
+165
444
$4K ﹤0.01%
+125
445
$4K ﹤0.01%
+154
446
$4K ﹤0.01%
+106
447
$4K ﹤0.01%
+104
448
$4K ﹤0.01%
+46
449
$4K ﹤0.01%
+23
450
$3K ﹤0.01%
+30