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
$1.06M
AUM Growth
-$830M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$17.9K
2
+$7.81K
3
+$2.55K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.8K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.6K

Top Sells

1
+$1.8M
2
+$1.19M
3
+$594K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$364K
5
LUMN icon
Lumen
LUMN
+$310K

Sector Composition

1 Materials 21.86%
2 Technology 11.68%
3 Financials 8.09%
4 Healthcare 7.89%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.61K 0.25%
33,267
+2,225
77
$2.56K 0.24%
6,620
+1
78
$2.5K 0.24%
16,310
+620
79
$2.48K 0.23%
20,522
80
$2.47K 0.23%
14,815
+3,367
81
$2.44K 0.23%
10,795
82
$2.42K 0.23%
54,528
+6,747
83
$2.42K 0.23%
10,822
+150
84
$2.33K 0.22%
24,688
+3,302
85
$2.15K 0.2%
17,446
+6,616
86
$2.15K 0.2%
26,640
-6
87
$2.13K 0.2%
28,559
88
$2.07K 0.2%
18,550
89
$2.03K 0.19%
6,192
-228
90
$2K 0.19%
8,937
91
$1.79K 0.17%
19,243
+300
92
$1.75K 0.17%
20,917
+250
93
$1.74K 0.16%
27,872
-747
94
$1.72K 0.16%
20,711
-8,603
95
$1.71K 0.16%
51,750
+90
96
$1.69K 0.16%
3,072
+880
97
$1.47K 0.14%
48,478
-21,855
98
$1.46K 0.14%
6,394
99
$1.43K 0.14%
2,928
-180
100
$1.39K 0.13%
17,772
+242
2 3
4
5 6