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
451
$3K ﹤0.01%
+50
452
$3K ﹤0.01%
+76
453
$3K ﹤0.01%
+53
454
$2K ﹤0.01%
+100
455
$2K ﹤0.01%
+24
456
$2K ﹤0.01%
+43
457
$2K ﹤0.01%
+87
458
$2K ﹤0.01%
+50
459
$2K ﹤0.01%
+45
460
$2K ﹤0.01%
+60
461
$2K ﹤0.01%
+16
462
$2K ﹤0.01%
+60
463
$1K ﹤0.01%
+1
464
$1K ﹤0.01%
+97
465
$1K ﹤0.01%
+50
466
$1K ﹤0.01%
+20
467
$1K ﹤0.01%
+3
468
$1K ﹤0.01%
+7
469
$1K ﹤0.01%
+25
470
$1K ﹤0.01%
+200
471
$0 ﹤0.01%
+4
472
$0 ﹤0.01%
+25
473
– –
-18,065
474
$0 ﹤0.01%
+16
475
$0 ﹤0.01%
+6
16 17 18
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