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
$951M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.79M
3
+$3.54M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.41M

Top Sells

1
+$11.1M
2
+$1.65M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$838K
5
AAPL icon
Apple
AAPL
+$623K

Sector Composition

1 Technology 16.48%
2 Industrials 12%
3 Financials 10.75%
4 Healthcare 9.67%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.82M 0.3%
6,389
+282
77
$2.79M 0.29%
10,974
+416
78
$2.79M 0.29%
20,372
-1,102
79
$2.73M 0.29%
29,202
-345
80
$2.65M 0.28%
12,900
+3,651
81
$2.65M 0.28%
26,133
-403
82
$2.58M 0.27%
20,355
+220
83
$2.54M 0.27%
11,434
-660
84
$2.46M 0.26%
15,597
+7,764
85
$2.46M 0.26%
10,795
86
$2.38M 0.25%
28,127
+5,585
87
$2.38M 0.25%
18,550
+800
88
$2.35M 0.25%
21,080
-33
89
$2.32M 0.24%
40,623
90
$2.3M 0.24%
52,565
+1,400
91
$2.28M 0.24%
26,405
92
$2.24M 0.24%
33,725
-24,898
93
$2.17M 0.23%
8,937
94
$2.16M 0.23%
51,902
+801
95
$2.1M 0.22%
10,776
+2,006
96
$2.09M 0.22%
5,032
+208
97
$2.08M 0.22%
9,135
+886
98
$1.8M 0.19%
16,790
+2,815
99
$1.74M 0.18%
36,021
+15,140
100
$1.73M 0.18%
4,852
+10
2 3
4
5 6