PWP
Principle Wealth Partners Portfolio holdings
AUM
$1.6B
This Quarter Return
+21.86%
1 Year Return
+17.32%
3 Year Return
+63.97%
5 Year Return
+125.31%
10 Year Return
–
AUM
$341M
AUM Growth
+$341M
(+28%)
Cap. Flow
+$22.5M
Cap. Flow
% of AUM
6.6%
Top 10 Holdings %
Top 10 Hldgs %
52.72%
Holding
479
New
343
Increased
50
Reduced
29
Closed
3
Top Buys
| 1 |
Home Depot
HD
|
$1.59M |
| 2 |
Apple
AAPL
|
$472K |
| 3 |
United Parcel Service
UPS
|
$404K |
| 4 |
American Express
AXP
|
$401K |
| 5 |
ARK Innovation ETF
ARKK
|
$325K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Garrett Motion
GTX
$2.61B
| $0 | ﹤0.01% |
+16
| New | – |
|
477
Gannett
GCI
$613M
| – | – |
-18,065
| Closed | -$27K |
|
478
DXC Technology
DXC
$2.6B
| $0 | ﹤0.01% |
+25
| New | – |
|
479
Brighthouse Financial
BHF
$2.55B
| $0 | ﹤0.01% |
+4
| New | – |
|