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
$1.42B
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.21M
3
+$2.11M
4
ASML icon
ASML
ASML
+$1.9M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.86M

Top Sells

1
+$1.91M
2
+$1.53M
3
+$1.47M
4
INTC icon
Intel
INTC
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.27M

Sector Composition

1 Technology 16.91%
2 Financials 12.64%
3 Industrials 6.85%
4 Consumer Discretionary 5.97%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.23M 0.3%
35,183
-372
77
$4.15M 0.29%
21,543
-100
78
$4.13M 0.29%
8,937
79
$4.07M 0.29%
11,564
-85
80
$4.06M 0.29%
16,870
-125
81
$4.02M 0.28%
27,662
+53
82
$3.99M 0.28%
14,432
+9
83
$3.85M 0.27%
21,829
-245
84
$3.82M 0.27%
76,434
+2,225
85
$3.81M 0.27%
7,522
-40
86
$3.73M 0.26%
21,085
-1,019
87
$3.69M 0.26%
37,255
+100
88
$3.66M 0.26%
16,194
-9
89
$3.56M 0.25%
154,043
-28,331
90
$3.56M 0.25%
7,318
+138
91
$3.45M 0.24%
13,998
+17
92
$3.43M 0.24%
20,536
+495
93
$3.41M 0.24%
3,828
94
$3.27M 0.23%
51,233
+1,726
95
$3.22M 0.23%
34,920
+3,865
96
$3.21M 0.23%
10,962
+13
97
$3.16M 0.22%
23,333
+897
98
$3.13M 0.22%
18,517
-555
99
$3.13M 0.22%
18,157
+100
100
$3.08M 0.22%
9,209
-15
2 3
4
5 6