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
$1.41B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.7M
3
+$7.53M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.59M

Top Sells

1
+$11.4M
2
+$4.98M
3
+$2.81M
4
INTC icon
Intel
INTC
+$1.76M
5
CRWD icon
CrowdStrike
CRWD
+$1.58M

Sector Composition

1 Technology 16.56%
2 Financials 11.69%
3 Industrials 7.35%
4 Healthcare 6.1%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.03M 0.21%
10,949
102
$2.99M 0.21%
35,406
+939
103
$2.88M 0.2%
2,771
-50
104
$2.84M 0.2%
66,512
+2,733
105
$2.81M 0.2%
90,501
-3,242
106
$2.78M 0.2%
11,185
107
$2.77M 0.2%
18,057
-1,040
108
$2.72M 0.19%
3,828
109
$2.68M 0.19%
5,086
-10
110
$2.59M 0.18%
26,944
-692
111
$2.52M 0.18%
9,224
+300
112
$2.5M 0.18%
17,603
-720
113
$2.49M 0.18%
5,039
-2
114
$2.36M 0.17%
9,930
+313
115
$2.35M 0.17%
57,830
+6,675
116
$2.27M 0.16%
8,381
117
$2.13M 0.15%
7,552
-214
118
$2.09M 0.15%
89,297
-74,988
119
$2.05M 0.14%
25,421
+604
120
$1.99M 0.14%
2,226
+5
121
$1.97M 0.14%
5,943
-266
122
$1.94M 0.14%
3,132
+71
123
$1.91M 0.14%
8,473
124
$1.91M 0.14%
12,592
125
$1.89M 0.13%
3,654
-167
3 4
5
6 7