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
$1.42B
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.21M
3
+$2.11M
4
ASML icon
ASML
ASML
+$1.9M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.86M

Top Sells

1
+$1.91M
2
+$1.53M
3
+$1.47M
4
INTC icon
Intel
INTC
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.27M

Sector Composition

1 Technology 16.91%
2 Financials 12.64%
3 Industrials 6.85%
4 Consumer Discretionary 5.97%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.11M 0.43%
39,775
-759
52
$6M 0.42%
33,751
+105
53
$5.98M 0.42%
10,208
+168
54
$5.91M 0.41%
16,947
-330
55
$5.87M 0.41%
5,724
-120
56
$5.81M 0.41%
44,977
-865
57
$5.72M 0.4%
43,566
+14,204
58
$5.66M 0.4%
39,102
+199
59
$5.61M 0.39%
42,793
+845
60
$5.31M 0.37%
28,341
-94
61
$5.29M 0.37%
84,986
-1,077
62
$5.26M 0.37%
5,735
+16
63
$5.05M 0.35%
6,543
-34
64
$5.04M 0.35%
114,714
-340
65
$5.04M 0.35%
190,017
-3,657
66
$5M 0.35%
42,185
-1,027
67
$4.88M 0.34%
24,160
-835
68
$4.84M 0.34%
25,105
69
$4.82M 0.34%
85,506
-940
70
$4.77M 0.33%
7
71
$4.67M 0.33%
25,674
+1,222
72
$4.5M 0.32%
41,812
+5,898
73
$4.47M 0.31%
29,419
-2,565
74
$4.46M 0.31%
35,692
+5,382
75
$4.34M 0.3%
35,041
-309
1 2
3
4 5