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
$359M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$934K
3 +$705K
4
GLD icon
SPDR Gold Trust
GLD
+$259K
5
MRNA icon
Moderna
MRNA
+$153K

Top Sells

1 +$3.67M
2 +$2.33M
3 +$1.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$683K
5
VB icon
Vanguard Small-Cap ETF
VB
+$678K

Sector Composition

1 Industrials 23.13%
2 Technology 13.55%
3 Healthcare 10.77%
4 Financials 8.64%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-259
477
-900