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
$935M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$4.23M
3
+$3.32M
4
SCHW icon
Charles Schwab
SCHW
+$2.19M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.49M

Top Sells

1
+$9.53M
2
+$6.53M
3
+$2.23M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.47M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.26M

Sector Composition

1 Technology 17.03%
2 Financials 11.36%
3 Industrials 10.5%
4 Healthcare 9.41%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.87M 0.2%
49,193
-2,738
102
$1.85M 0.2%
19,156
+454
103
$1.82M 0.19%
21,999
+6,830
104
$1.78M 0.19%
4,904
+1
105
$1.78M 0.19%
15,456
+802
106
$1.78M 0.19%
8,885
-40
107
$1.73M 0.19%
19,717
-1,200
108
$1.68M 0.18%
18,509
-888
109
$1.68M 0.18%
8,841
-5,066
110
$1.55M 0.17%
2,693
+40
111
$1.49M 0.16%
+24,375
112
$1.49M 0.16%
6,647
113
$1.48M 0.16%
5,173
+3,325
114
$1.44M 0.15%
10,500
+540
115
$1.44M 0.15%
35,040
+2,900
116
$1.43M 0.15%
18,334
-134
117
$1.34M 0.14%
3,470
+930
118
$1.31M 0.14%
6,518
+489
119
$1.3M 0.14%
16,622
120
$1.26M 0.14%
12,137
121
$1.22M 0.13%
3,544
+29
122
$1.22M 0.13%
8,107
123
$1.22M 0.13%
2,654
+154
124
$1.21M 0.13%
15,024
+2,297
125
$1.21M 0.13%
9,846
+161
3 4
5
6 7