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
$1.06M
AUM Growth
-$830M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$17.9K
2
+$7.81K
3
+$2.55K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.8K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.6K

Top Sells

1
+$1.8M
2
+$1.19M
3
+$594K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$364K
5
LUMN icon
Lumen
LUMN
+$310K

Sector Composition

1 Materials 21.86%
2 Technology 11.68%
3 Financials 8.09%
4 Healthcare 7.89%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.8K 0.64%
38,265
-672
27
$6.46K 0.61%
95,070
+122
28
$6.2K 0.58%
52,184
+1,700
29
$6.2K 0.58%
70,982
+3,595
30
$6.13K 0.58%
71,203
-758
31
$5.93K 0.56%
20,223
+2,653
32
$5.9K 0.56%
27,797
-377
33
$5.9K 0.56%
22,083
+422
34
$5.57K 0.53%
135,198
-2,263
35
$5.23K 0.49%
17,027
+488
36
$5.16K 0.49%
55,811
+9,321
37
$5.11K 0.48%
27,176
+8,535
38
$5.1K 0.48%
49,874
-1,293
39
$4.94K 0.47%
13,839
+527
40
$4.91K 0.46%
36,548
-195
41
$4.85K 0.46%
40,029
-2,319
42
$4.72K 0.45%
28,928
+687
43
$4.64K 0.44%
17,509
+100
44
$4.57K 0.43%
28,530
-80
45
$4.5K 0.42%
39,946
+2,494
46
$4.38K 0.41%
60,864
+24,980
47
$4.34K 0.41%
77,558
-399
48
$4.3K 0.41%
27,804
+1,819
49
$4.2K 0.4%
37,201
+4,824
50
$4.02K 0.38%
24,493
+2,763
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