PWP

Principle Wealth Partners Portfolio holdings

AUM $1.72B
1-Year Est. Return 19.77%
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.13M
3
+$5.72M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.94M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.74M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.83%
2 Technology 8.58%
3 Industrials 7.28%
4 Healthcare 7.17%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$359K 0.3%
+5,600
77
$351K 0.29%
+18,222
78
$350K 0.29%
+5,344
79
$347K 0.29%
+22,140
80
$346K 0.29%
+5,181
81
$336K 0.28%
+856
82
$336K 0.28%
+8,968
83
$328K 0.28%
+6,255
84
$316K 0.27%
+1,550
85
$306K 0.26%
+8,250
86
$299K 0.25%
+5,747
87
$278K 0.23%
+9,088
88
$264K 0.22%
+1,484
89
$263K 0.22%
+1,663
90
$254K 0.21%
+2,907
91
$254K 0.21%
+1,840
92
$254K 0.21%
+3,297
93
$252K 0.21%
+4,835
94
$251K 0.21%
+1,870
95
$251K 0.21%
+1,751
96
$245K 0.21%
+5,045
97
$244K 0.2%
+5,403
98
$241K 0.2%
+6,023
99
$234K 0.2%
+5,856
100
$227K 0.19%
+1,960
1 2 3
4
5