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
$1.06M
AUM Growth
-$830M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$17.9K
2
+$7.81K
3
+$2.55K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.8K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.6K

Top Sells

1
+$1.8M
2
+$1.19M
3
+$594K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$364K
5
LUMN icon
Lumen
LUMN
+$310K

Sector Composition

1 Materials 21.86%
2 Technology 11.68%
3 Financials 8.09%
4 Healthcare 7.89%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36K 0.13%
4,778
-75
102
$1.34K 0.13%
2,653
+1
103
$1.34K 0.13%
14,653
+253
104
$1.32K 0.12%
9,719
-1,685
105
$1.3K 0.12%
9,029
+1,265
106
$1.27K 0.12%
32,911
-4,902
107
$1.25K 0.12%
44,461
-1,202
108
$1.21K 0.11%
7,355
+2,260
109
$1.21K 0.11%
32,140
+3,650
110
$1.18K 0.11%
20,367
-2,721
111
$1.16K 0.11%
13,435
+475
112
$1.15K 0.11%
5,897
+210
113
$1.14K 0.11%
2,500
-10
114
$1.1K 0.1%
17,813
-180,457
115
$1.05K 0.1%
3,247
116
$1.04K 0.1%
25,693
+3,205
117
$1.02K 0.1%
12,137
+1,440
118
$995 0.09%
12,588
119
$979 0.09%
6,552
-100
120
$977 0.09%
15,722
+400
121
$964 0.09%
2,050
122
$964 0.09%
20,300
-1,035
123
$961 0.09%
2,544
124
$952 0.09%
3,460
+410
125
$924 0.09%
12,592
3 4
5
6 7