PWP
Principle Wealth Partners Portfolio holdings
AUM
$1.72B
1-Year Est. Return
19.77%
1 Year Est. Return
+19.77%
AUM
$1.6B
AUM Growth
+$202M
(+14%)
Holding
371
Top Buys
| 1 | +$71.8M | |
| 2 | +$64.2M | |
| 3 | +$9.42M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.25M |
| 5 |
Amazon
AMZN
|
+$2.04M |
Top Sells
| 1 | +$30M | |
| 2 | +$27.6M | |
| 3 | +$12.3M | |
| 4 |
ALPS Smith Core Plus Bond ETF
SMTH
|
+$5.5M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$2.79M |
Sector Composition
| 1 | Technology | 16.99% |
| 2 | Financials | 13.26% |
| 3 | Industrials | 6.41% |
| 4 | Consumer Discretionary | 5.38% |
| 5 | Healthcare | 4.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Philip Morris
PM
$242B
| $6.27M | 0.39% |
34,423
-273
|
|
||
52
Omega Flex
OFLX
$283M
| $6.23M | 0.39% |
192,275
|
|
||
53
AbbVie
ABBV
$411B
| $6.09M | 0.38% |
32,803
-333
|
|
||
54
Merck
MRK
$231B
| $6.08M | 0.38% |
76,755
+2,697
|
|
||
55
Costco
COST
$410B
| $5.98M | 0.37% |
6,043
+498
|
|
||
56
Texas Instruments
TXN
$147B
| $5.94M | 0.37% |
28,630
+26
|
|
||
57
Coca-Cola
KO
$306B
| $5.93M | 0.37% |
83,771
-350
|
|
||
58
Palo Alto Networks
PANW
$140B
| $5.86M | 0.37% |
28,656
+2,512
|
|
||
59
Blackrock
BLK
$166B
| $5.86M | 0.37% |
5,585
-144
|
|
||
60
iShares Select Dividend ETF
DVY
$20.7B
| $5.72M | 0.36% |
43,065
+4,667
|
|
||
61
Kimberly-Clark
KMB
$34.7B
| $5.52M | 0.34% |
42,797
+63
|
|
||
62
Bank of America
BAC
$386B
| $5.47M | 0.34% |
115,692
+357
|
|
||
63
Waste Management
WM
$82.4B
| $5.47M | 0.34% |
23,893
-112
|
|
||
64
Cummins
CMI
$64.5B
| $5.34M | 0.33% |
16,292
-520
|
|
||
65
Emerson Electric
EMR
$72.2B
| $5.27M | 0.33% |
39,528
+2,736
|
|
||
66
Eli Lilly
LLY
$915B
| $5.27M | 0.33% |
6,755
+139
|
|
||
67
JPMorgan Ultra-Short Income ETF
JPST
$34B
| $5.24M | 0.33% |
103,347
+17,854
|
|
||
68
Netflix
NFLX
$489B
| $5.16M | 0.32% |
3,855
+21
|
|
||
69
Allstate
ALL
$55.3B
| $5.05M | 0.32% |
25,110
+5
|
|
||
70
iShares US Aerospace & Defense ETF
ITA
$11.2B
| $4.97M | 0.31% |
26,332
-998
|
|
||
71
Blackstone
BX
$108B
| $4.8M | 0.3% |
32,061
+8,279
|
|
||
72
Duke Energy
DUK
$96.1B
| $4.6M | 0.29% |
38,949
-1,287
|
|
||
73
Vanguard Mega Cap Value ETF
MGV
$10.2B
| $4.56M | 0.29% |
34,790
+255
|
|
||
74
Prudential Financial
PRU
$37.7B
| $4.55M | 0.28% |
42,333
+39
|
|
||
75
Berkshire Hathaway Class A
BRK.A
$1.11T
| $4.37M | 0.27% |
6
-1
|
|