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
$882M
AUM Growth
+$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.06M
3
+$4.97M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.86M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.6M

Top Sells

1
+$11.4M
2
+$3.01M
3
+$1.05M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.01M
5
MMM icon
3M
MMM
+$631K

Sector Composition

1 Technology 14.54%
2 Financials 11.91%
3 Healthcare 11.06%
4 Industrials 10.71%
5 Consumer Discretionary 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.69M 0.53%
28,414
+610
52
$4.39M 0.5%
39,961
+2,760
53
$4.26M 0.48%
17,595
-560
54
$4.14M 0.47%
26,411
-2,119
55
$4.12M 0.47%
281,610
+36,070
56
$4.1M 0.46%
81,385
-1,420
57
$3.98M 0.45%
47,418
58
$3.9M 0.44%
117,684
-76
59
$3.73M 0.42%
36,846
-3
60
$3.67M 0.42%
35,645
+1,525
61
$3.64M 0.41%
37,917
-2,436
62
$3.61M 0.41%
29,939
-5,086
63
$3.56M 0.4%
6,717
-105
64
$3.45M 0.39%
12,973
+2,329
65
$3.4M 0.39%
25,105
66
$3.35M 0.38%
35,918
+8,368
67
$3.33M 0.38%
84,580
-5,736
68
$3.32M 0.38%
23,426
69
$3.31M 0.38%
15,462
+647
70
$3.28M 0.37%
7
71
$3.24M 0.37%
38,774
+5,507
72
$3.22M 0.37%
6,621
+1
73
$3.13M 0.36%
12,712
-993
74
$3.12M 0.35%
33,654
75
$3.04M 0.35%
16,240
-70
1 2
3
4 5