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
$1.41B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.7M
3
+$7.53M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.59M

Top Sells

1
+$11.4M
2
+$4.98M
3
+$2.81M
4
INTC icon
Intel
INTC
+$1.76M
5
CRWD icon
CrowdStrike
CRWD
+$1.58M

Sector Composition

1 Technology 16.56%
2 Financials 11.69%
3 Industrials 7.35%
4 Healthcare 6.1%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.32M 0.31%
35,555
-136
77
$4.2M 0.3%
7,180
+5
78
$4.18M 0.3%
24,452
-50
79
$4.14M 0.29%
35,914
80
$4.13M 0.29%
27,609
+2
81
$4.12M 0.29%
11,649
-320
82
$4.02M 0.28%
8,937
83
$4M 0.28%
21,643
-118
84
$3.98M 0.28%
16,995
+1
85
$3.97M 0.28%
29,362
+2,625
86
$3.91M 0.28%
37,155
+100
87
$3.89M 0.28%
30,310
+120
88
$3.87M 0.27%
35,350
-1,339
89
$3.79M 0.27%
13,981
+166
90
$3.78M 0.27%
20,041
91
$3.76M 0.27%
74,209
+3,092
92
$3.66M 0.26%
49,507
+3,391
93
$3.44M 0.24%
26,147
-80
94
$3.36M 0.24%
22,104
-810
95
$3.35M 0.24%
16,203
+725
96
$3.33M 0.24%
19,072
+1,685
97
$3.24M 0.23%
50,031
+421
98
$3.23M 0.23%
20,963
+2
99
$3.19M 0.23%
31,055
100
$3.13M 0.22%
22,436
+5,980
2 3
4
5 6