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
$882M
AUM Growth
+$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.06M
3
+$4.97M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.86M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.6M

Top Sells

1
+$11.4M
2
+$3.01M
3
+$1.05M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.01M
5
MMM icon
3M
MMM
+$631K

Sector Composition

1 Technology 14.54%
2 Financials 11.91%
3 Healthcare 11.06%
4 Industrials 10.71%
5 Consumer Discretionary 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.68M 0.19%
32,232
-679
102
$1.64M 0.19%
14,654
+1
103
$1.63M 0.18%
2,928
104
$1.56M 0.18%
6,647
+253
105
$1.55M 0.18%
20,917
106
$1.55M 0.18%
18,468
+696
107
$1.51M 0.17%
15,169
+6,825
108
$1.46M 0.17%
2,653
109
$1.32M 0.15%
16,622
+900
110
$1.32M 0.15%
32,140
111
$1.3M 0.15%
38,061
-10,417
112
$1.28M 0.15%
2,500
113
$1.25M 0.14%
6,029
+132
114
$1.25M 0.14%
28,605
+2,912
115
$1.24M 0.14%
3,397
+150
116
$1.2M 0.14%
12,137
117
$1.19M 0.14%
38,477
-5,984
118
$1.18M 0.13%
8,925
-104
119
$1.13M 0.13%
9,685
120
$1.13M 0.13%
9,359
-360
121
$1.07M 0.12%
12,561
-27
122
$1.06M 0.12%
4,815
+20
123
$1.05M 0.12%
6,711
+1,050
124
$1.05M 0.12%
9,960
+2,605
125
$1.05M 0.12%
56,861
+16,832
3 4
5
6 7