PWP

Principle Wealth Partners Portfolio holdings

AUM $1.77B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$401K
3 +$388K
4
UPS icon
United Parcel Service
UPS
+$363K
5
IBM icon
IBM
IBM
+$317K

Top Sells

1 +$1.07M
2 +$684K
3 +$610K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$276K
5
VTV icon
Vanguard Value ETF
VTV
+$275K

Sector Composition

1 Industrials 18.53%
2 Technology 13.26%
3 Healthcare 10.87%
4 Financials 9.57%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-3,084
477
$0 ﹤0.01%
+25
478
-35,175
479
$0 ﹤0.01%
+135