PWP

Principle Wealth Partners Portfolio holdings

AUM $1.72B
1-Year Est. Return 19.77%
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.13M
3
+$5.72M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.94M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.74M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.83%
2 Technology 8.58%
3 Industrials 7.28%
4 Healthcare 7.17%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$226K 0.19%
+5,500
102
$223K 0.19%
+1,920
103
$223K 0.19%
+890
104
$219K 0.18%
+2,298
105
$217K 0.18%
+4,603
106
$216K 0.18%
+1,378
107
$210K 0.18%
+2,634
108
$207K 0.17%
+9,315
109
$205K 0.17%
+2,834
110
$202K 0.17%
+3,559
111
$172K 0.14%
+12,764
112
$0 ﹤0.01%
+406,145
1 2 3 4
5