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
$289M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.54M
3
+$5.59M
4
INTC icon
Intel
INTC
+$5.48M
5
PFE icon
Pfizer
PFE
+$4.83M

Top Sells

1
+$822K
2
+$300K
3
+$260K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$220K
5
VHT icon
Vanguard Health Care ETF
VHT
+$220K

Sector Composition

1 Industrials 23.29%
2 Financials 12.06%
3 Healthcare 11.47%
4 Technology 10.83%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 0.94%
+25,073
27
$2.69M 0.93%
26,244
+23,551
28
$2.67M 0.92%
19,231
+14,734
29
$2.61M 0.9%
+45,760
30
$2.59M 0.89%
11,996
-541
31
$2.58M 0.89%
20,725
+2,705
32
$2.55M 0.88%
13,933
+330
33
$2.33M 0.81%
11,252
+1,501
34
$2.21M 0.76%
9,524
+2,083
35
$2.19M 0.76%
14,528
+1,725
36
$2.01M 0.7%
23,438
+2,563
37
$1.96M 0.68%
107,541
+28,413
38
$1.85M 0.64%
10,397
+300
39
$1.78M 0.61%
10,593
-1,310
40
$1.6M 0.55%
12,310
+500
41
$1.57M 0.54%
39,002
-3,166
42
$1.51M 0.52%
5,088
+408
43
$1.46M 0.51%
+8,571
44
$1.43M 0.5%
23,502
-3,383
45
$1.4M 0.48%
19,809
+4,625
46
$1.39M 0.48%
+22,089
47
$1.32M 0.46%
7,010
+223
48
$1.32M 0.46%
4,871
+1,355
49
$1.31M 0.45%
6,092
+500
50
$1.29M 0.45%
3,303
+1,147
1
2
3 4 5