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
$951M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.79M
3
+$3.54M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.41M

Top Sells

1
+$11.1M
2
+$1.65M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$838K
5
AAPL icon
Apple
AAPL
+$623K

Sector Composition

1 Technology 16.48%
2 Industrials 12%
3 Financials 10.75%
4 Healthcare 9.67%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.49M 0.47%
13,600
+1,260
52
$4.43M 0.47%
87,033
+1,299
53
$4.33M 0.45%
28,960
-1,916
54
$4.29M 0.45%
11,837
-292
55
$4.13M 0.43%
14,499
+2
56
$4.02M 0.42%
41,015
+1,695
57
$3.99M 0.42%
31,134
+430
58
$3.91M 0.41%
104,429
+74,728
59
$3.9M 0.41%
142,850
+35,580
60
$3.7M 0.39%
7
61
$3.58M 0.38%
52,808
+248
62
$3.5M 0.37%
42,324
+25,235
63
$3.5M 0.37%
37,268
+836
64
$3.49M 0.37%
6,847
65
$3.48M 0.37%
25,105
66
$3.44M 0.36%
33,426
-1,319
67
$3.32M 0.35%
36,749
-125
68
$3.18M 0.33%
52,532
+9,085
69
$3.17M 0.33%
5,510
-100
70
$3.16M 0.33%
62,400
-12,066
71
$3.05M 0.32%
15,095
-400
72
$3.03M 0.32%
12,751
+3,046
73
$3.02M 0.32%
78,843
+5,432
74
$2.94M 0.31%
21,461
+663
75
$2.93M 0.31%
16,050
+190
1 2
3
4 5