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
$951M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.79M
3
+$3.54M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.41M

Top Sells

1
+$11.1M
2
+$1.65M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$838K
5
AAPL icon
Apple
AAPL
+$623K

Sector Composition

1 Technology 16.48%
2 Industrials 12%
3 Financials 10.75%
4 Healthcare 9.67%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.18%
3,308
-25
102
$1.68M 0.18%
16,600
-71
103
$1.68M 0.18%
94,094
-28,662
104
$1.66M 0.17%
6,394
105
$1.66M 0.17%
2,810
106
$1.6M 0.17%
10,826
-1,368
107
$1.55M 0.16%
5,687
-200
108
$1.51M 0.16%
17,082
109
$1.48M 0.16%
3,959
-980
110
$1.47M 0.15%
10,888
+29
111
$1.46M 0.15%
13,192
+751
112
$1.44M 0.15%
6,757
+2,670
113
$1.43M 0.15%
5,744
+3,708
114
$1.42M 0.15%
2,556
115
$1.34M 0.14%
2,940
+982
116
$1.32M 0.14%
29,770
-1,085
117
$1.31M 0.14%
24,644
+9,420
118
$1.3M 0.14%
7,054
119
$1.3M 0.14%
12,592
-40
120
$1.29M 0.14%
12,958
+1
121
$1.24M 0.13%
2,530
122
$1.24M 0.13%
27,058
-503
123
$1.19M 0.13%
7,507
-598
124
$1.17M 0.12%
43,447
-7,500
125
$1.16M 0.12%
17,303
-463
3 4
5
6 7