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
$1.41B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.7M
3
+$7.53M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.59M

Top Sells

1
+$11.4M
2
+$4.98M
3
+$2.81M
4
INTC icon
Intel
INTC
+$1.76M
5
CRWD icon
CrowdStrike
CRWD
+$1.58M

Sector Composition

1 Technology 16.56%
2 Financials 11.69%
3 Industrials 7.35%
4 Healthcare 6.1%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.45M 0.46%
13,209
+818
52
$6.27M 0.44%
45,842
-1,791
53
$6.18M 0.44%
86,063
-79
54
$5.97M 0.42%
41,948
-285
55
$5.87M 0.42%
28,435
-297
56
$5.83M 0.41%
6,577
-36
57
$5.75M 0.41%
10,040
+556
58
$5.73M 0.41%
38,903
+1,851
59
$5.6M 0.4%
193,674
-1,228
60
$5.59M 0.4%
17,277
-415
61
$5.55M 0.39%
5,844
-88
62
$5.44M 0.39%
31,984
+363
63
$5.26M 0.37%
20,109
+350
64
$5.23M 0.37%
43,212
-749
65
$5.19M 0.37%
24,995
-1,389
66
$5.07M 0.36%
5,719
-37
67
$5.05M 0.36%
92,501
+5,814
68
$5M 0.35%
14,423
+8
69
$4.84M 0.34%
7
70
$4.77M 0.34%
182,374
-17,983
71
$4.76M 0.34%
25,105
72
$4.75M 0.34%
86,446
+980
73
$4.57M 0.32%
115,054
-1,475
74
$4.42M 0.31%
7,562
-38
75
$4.38M 0.31%
22,074
-30
1 2
3
4 5