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
$951M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.79M
3
+$3.54M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.41M

Top Sells

1
+$11.1M
2
+$1.65M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$838K
5
AAPL icon
Apple
AAPL
+$623K

Sector Composition

1 Technology 16.48%
2 Industrials 12%
3 Financials 10.75%
4 Healthcare 9.67%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.27M 0.76%
276,507
+91,740
27
$7.21M 0.76%
44,265
-1,175
28
$7.15M 0.75%
98,566
-1,502
29
$6.72M 0.71%
27,883
+1,496
30
$6.64M 0.7%
80,986
+1,391
31
$6.42M 0.68%
49,377
+1,927
32
$6.28M 0.66%
15,073
+1,763
33
$6.21M 0.65%
13,752
+353
34
$6.14M 0.65%
37,889
-268
35
$6.13M 0.64%
17,067
-174
36
$6.05M 0.64%
28,473
+3,931
37
$5.79M 0.61%
70,106
+204
38
$5.32M 0.56%
264,647
-22,143
39
$5.09M 0.54%
33,323
-502
40
$5.07M 0.53%
40,748
+6,245
41
$5.03M 0.53%
81,072
-357
42
$5.02M 0.53%
50,211
+150
43
$5M 0.53%
29,867
-127
44
$4.93M 0.52%
77,403
+356
45
$4.84M 0.51%
117,420
+514
46
$4.79M 0.5%
+44,717
47
$4.73M 0.5%
29,835
+2,945
48
$4.66M 0.49%
20,929
-403
49
$4.65M 0.49%
25,359
+1,587
50
$4.65M 0.49%
37,771
+17
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