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
$882M
AUM Growth
+$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.06M
3
+$4.97M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.86M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.6M

Top Sells

1
+$11.4M
2
+$3.01M
3
+$1.05M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.01M
5
MMM icon
3M
MMM
+$631K

Sector Composition

1 Technology 14.54%
2 Financials 11.91%
3 Healthcare 11.06%
4 Industrials 10.71%
5 Consumer Discretionary 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.58M 0.86%
85,470
+50
27
$7.42M 0.84%
38,949
-1,080
28
$7.39M 0.84%
52,474
+290
29
$7.25M 0.82%
40,414
-1,799
30
$7.03M 0.8%
36,747
+20,194
31
$6.96M 0.79%
20,276
+53
32
$6.86M 0.78%
17,949
+4,110
33
$6.86M 0.78%
22,196
+113
34
$6.74M 0.76%
27,148
-649
35
$6.73M 0.76%
254,795
-9,752
36
$6.6M 0.75%
92,471
-2,599
37
$6.53M 0.74%
142,761
+7,563
38
$6.18M 0.7%
30,338
+3,162
39
$6.07M 0.69%
19,004
+1,977
40
$5.93M 0.67%
50,218
+344
41
$5.63M 0.64%
64,418
+3,554
42
$5.61M 0.64%
23,418
-1,075
43
$5.57M 0.63%
34,491
-2,057
44
$5.57M 0.63%
41,052
+1,106
45
$5.37M 0.61%
65,674
+1,040
46
$5.19M 0.59%
28,704
-224
47
$5.1M 0.58%
80,235
+2,677
48
$4.97M 0.56%
+221,552
49
$4.96M 0.56%
49,516
-6,295
50
$4.8M 0.54%
14,490
+4,866
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