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
$1.41B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.7M
3
+$7.53M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.59M

Top Sells

1
+$11.4M
2
+$4.98M
3
+$2.81M
4
INTC icon
Intel
INTC
+$1.76M
5
CRWD icon
CrowdStrike
CRWD
+$1.58M

Sector Composition

1 Technology 16.56%
2 Financials 11.69%
3 Industrials 7.35%
4 Healthcare 6.1%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.2M 1.01%
471,172
+85,159
27
$13M 0.92%
75,026
-332
28
$12.7M 0.9%
57,345
-652
29
$11.5M 0.81%
109,820
+2,394
30
$10.9M 0.77%
63,710
-3,436
31
$10.7M 0.76%
38,890
+149
32
$10.6M 0.75%
18,081
-545
33
$10.5M 0.74%
22,712
+30
34
$10.4M 0.74%
18,201
+1,464
35
$10.3M 0.73%
194,075
+2,879
36
$9.6M 0.68%
192,275
37
$9.59M 0.68%
19,361
-514
38
$9.13M 0.65%
274,591
+24,894
39
$8.93M 0.63%
99,078
-293
40
$8.7M 0.62%
22,250
-787
41
$8.59M 0.61%
96,095
-7,125
42
$8.48M 0.6%
72,334
+1,927
43
$8.36M 0.59%
27,661
-71
44
$8.28M 0.59%
31,388
+545
45
$8.22M 0.58%
72,418
+1,750
46
$7.62M 0.54%
74,319
-307
47
$6.89M 0.49%
40,534
-1,931
48
$6.64M 0.47%
33,646
-100
49
$6.6M 0.47%
130,103
+4,086
50
$6.58M 0.47%
110,576
+4,104
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