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
$289M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.54M
3
+$5.59M
4
INTC icon
Intel
INTC
+$5.48M
5
PFE icon
Pfizer
PFE
+$4.83M

Top Sells

1
+$822K
2
+$300K
3
+$260K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$220K
5
VHT icon
Vanguard Health Care ETF
VHT
+$220K

Sector Composition

1 Industrials 23.29%
2 Financials 12.06%
3 Healthcare 11.47%
4 Technology 10.83%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.44%
+28,480
52
$1.23M 0.43%
48,465
-11,815
53
$1.15M 0.4%
10,643
+3,640
54
$1.01M 0.35%
5,645
+4,500
55
$999K 0.35%
16,546
+7,444
56
$962K 0.33%
19,462
+3,150
57
$960K 0.33%
19,036
+10,521
58
$951K 0.33%
8,650
59
$947K 0.33%
+13,285
60
$930K 0.32%
11,953
+2,437
61
$917K 0.32%
32,073
+16,447
62
$896K 0.31%
20,889
+400
63
$870K 0.3%
580
64
$813K 0.28%
3,741
+519
65
$801K 0.28%
678
66
$784K 0.27%
2,091
+336
67
$771K 0.27%
9,604
+1,526
68
$770K 0.27%
506
69
$764K 0.26%
13,803
+9,883
70
$748K 0.26%
4,422
+917
71
$702K 0.24%
+14,732
72
$698K 0.24%
2,396
-245
73
$696K 0.24%
7,013
+1,150
74
$685K 0.24%
11,082
+485
75
$668K 0.23%
12,270
+1,600
1 2
3
4 5