PWP

Principle Wealth Partners Portfolio holdings

AUM $1.72B
1-Year Est. Return 19.77%
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.13M
3
+$5.72M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.94M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.74M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.83%
2 Technology 8.58%
3 Industrials 7.28%
4 Healthcare 7.17%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$536K 0.45%
+2,850
52
$519K 0.44%
+3,625
53
$499K 0.42%
+2,645
54
$497K 0.42%
+10,446
55
$493K 0.41%
+10,503
56
$483K 0.41%
+4,240
57
$479K 0.4%
+4,094
58
$468K 0.39%
+9,340
59
$446K 0.37%
+15,495
60
$445K 0.37%
+6,106
61
$439K 0.37%
+5,924
62
$434K 0.36%
+18,210
63
$432K 0.36%
+1,717
64
$424K 0.36%
+9,662
65
$411K 0.34%
+1,570
66
$407K 0.34%
+3,748
67
$399K 0.33%
+3,612
68
$395K 0.33%
+6,521
69
$393K 0.33%
+16,000
70
$387K 0.32%
+8,916
71
$383K 0.32%
+3,023
72
$382K 0.32%
+11,505
73
$381K 0.32%
+4,825
74
$368K 0.31%
+7,980
75
$362K 0.3%
+2,640
1 2
3
4 5