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
$995M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$4.31M
3
+$3.1M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.88M

Top Sells

1
+$7.74M
2
+$7.55M
3
+$4.48M
4
AAPL icon
Apple
AAPL
+$1.64M
5
INTC icon
Intel
INTC
+$1.38M

Sector Composition

1 Technology 18.08%
2 Financials 11.7%
3 Industrials 10.02%
4 Healthcare 8.71%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.1M 0.31%
+64,164
77
$3.05M 0.31%
6,634
+1
78
$3.03M 0.3%
29,195
-475
79
$2.92M 0.29%
51,466
+3,966
80
$2.88M 0.29%
38,770
-4
81
$2.86M 0.29%
16,471
82
$2.84M 0.28%
21,363
-370
83
$2.75M 0.28%
21,864
+5,080
84
$2.74M 0.28%
25,105
85
$2.65M 0.27%
5,641
+39
86
$2.63M 0.26%
11,604
-1,078
87
$2.62M 0.26%
8,937
88
$2.58M 0.26%
10,534
89
$2.52M 0.25%
36,399
+679
90
$2.5M 0.25%
26,240
91
$2.5M 0.25%
8,695
-492
92
$2.49M 0.25%
32,889
-765
93
$2.36M 0.24%
10,745
-195
94
$2.22M 0.22%
2,821
-7
95
$2.21M 0.22%
34,922
-6,161
96
$2.2M 0.22%
25,143
-94
97
$2.15M 0.22%
26,652
+990
98
$2.14M 0.22%
23,967
-338
99
$2.12M 0.21%
10,681
+1,840
100
$2.09M 0.21%
5,129
-6
2 3
4
5 6