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
$952M
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$5.47M
3
+$3.09M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.42M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.34M

Top Sells

1
+$4.58M
2
+$3.57M
3
+$1.55M
4
GLD icon
SPDR Gold Trust
GLD
+$1.33M
5
IDNA icon
iShares Genomics Immunology and Healthcare ETF
IDNA
+$1.26M

Sector Composition

1 Technology 16.83%
2 Industrials 11.72%
3 Financials 11.3%
4 Healthcare 9.78%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.63M 0.28%
43,447
+1,377
77
$2.6M 0.27%
20,135
-25
78
$2.49M 0.26%
36,874
+250
79
$2.48M 0.26%
15,860
+100
80
$2.47M 0.26%
9,705
+194
81
$2.43M 0.25%
8,937
82
$2.39M 0.25%
40,623
+93
83
$2.29M 0.24%
17,750
-4,175
84
$2.28M 0.24%
122,756
-5,736
85
$2.22M 0.23%
51,165
-541
86
$2.21M 0.23%
21,113
-419
87
$2.17M 0.23%
6,107
+513
88
$2.11M 0.22%
4,824
+2,652
89
$2.1M 0.22%
22,542
90
$2.06M 0.22%
51,101
-1,229
91
$2.02M 0.21%
9,249
+2,081
92
$1.99M 0.21%
8,249
-1,047
93
$1.91M 0.2%
26,405
94
$1.88M 0.2%
2,810
+15
95
$1.86M 0.2%
6,394
96
$1.83M 0.19%
8,770
-532
97
$1.81M 0.19%
10,859
+89
98
$1.79M 0.19%
12,194
-200
99
$1.79M 0.19%
16,671
-4,053
100
$1.74M 0.18%
4,842
+51
2 3
4
5 6