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
$1.42B
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.21M
3
+$2.11M
4
ASML icon
ASML
ASML
+$1.9M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.86M

Top Sells

1
+$1.91M
2
+$1.53M
3
+$1.47M
4
INTC icon
Intel
INTC
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.27M

Sector Composition

1 Technology 16.91%
2 Financials 12.64%
3 Industrials 6.85%
4 Consumer Discretionary 5.97%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 0.88%
57,124
-221
27
$12.4M 0.87%
74,192
-834
28
$12.2M 0.86%
38,618
-272
29
$12M 0.85%
114,810
+4,990
30
$11.9M 0.84%
45,715
-5,635
31
$11.4M 0.8%
193,258
-817
32
$11M 0.77%
17,698
-383
33
$10.8M 0.76%
18,860
-501
34
$10.6M 0.75%
18,121
-80
35
$10.4M 0.73%
312,197
+37,606
36
$10.3M 0.72%
22,709
-3
37
$10M 0.7%
60,107
-3,603
38
$9.3M 0.65%
92,884
-3,211
39
$8.47M 0.59%
102,907
+3,829
40
$8.43M 0.59%
31,927
+539
41
$8.07M 0.57%
192,275
42
$7.87M 0.55%
21,696
-554
43
$7.77M 0.55%
72,246
-88
44
$7.34M 0.51%
18,165
-1,944
45
$7.31M 0.51%
74,236
-83
46
$7.23M 0.51%
27,431
-230
47
$7.18M 0.5%
72,143
-275
48
$6.85M 0.48%
136,030
+5,927
49
$6.74M 0.47%
13,185
-24
50
$6.47M 0.45%
112,396
+1,820
1
2
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