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
$995M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$4.31M
3
+$3.1M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.88M

Top Sells

1
+$7.74M
2
+$7.55M
3
+$4.48M
4
AAPL icon
Apple
AAPL
+$1.64M
5
INTC icon
Intel
INTC
+$1.38M

Sector Composition

1 Technology 18.08%
2 Financials 11.7%
3 Industrials 10.02%
4 Healthcare 8.71%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.32M 0.84%
37,749
+556
27
$8.2M 0.82%
38,848
-100
28
$7.99M 0.8%
67,064
-390
29
$7.97M 0.8%
36,198
+2,275
30
$7.96M 0.8%
68,996
-386
31
$7.73M 0.78%
17,438
+46
32
$7.68M 0.77%
320,866
+42,411
33
$7.64M 0.77%
71,207
+1,198
34
$7.52M 0.76%
16,998
-1,348
35
$7.44M 0.75%
55,634
+2,475
36
$7.35M 0.74%
21,543
-52
37
$6.47M 0.65%
193,442
-41,331
38
$6.38M 0.64%
19,782
-325
39
$6.36M 0.64%
90,471
-703
40
$6M 0.6%
86,710
+62,335
41
$5.9M 0.59%
37,489
+16
42
$5.9M 0.59%
27,408
+745
43
$5.81M 0.58%
23,602
+207
44
$5.75M 0.58%
41,629
+451
45
$5.25M 0.53%
28,345
+117
46
$5.2M 0.52%
50,218
47
$5.11M 0.51%
61,008
+3,069
48
$5.09M 0.51%
42,753
+1,844
49
$5.06M 0.51%
19,346
+282
50
$4.99M 0.5%
27,705
-990
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