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
$1.42B
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.21M
3
+$2.11M
4
ASML icon
ASML
ASML
+$1.9M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.86M

Top Sells

1
+$1.91M
2
+$1.53M
3
+$1.47M
4
INTC icon
Intel
INTC
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.27M

Sector Composition

1 Technology 16.91%
2 Financials 12.64%
3 Industrials 6.85%
4 Consumer Discretionary 5.97%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.02M 0.21%
98,843
+8,342
102
$2.99M 0.21%
26,204
+57
103
$2.94M 0.21%
26,376
-568
104
$2.92M 0.21%
2,771
105
$2.91M 0.2%
49,356
-675
106
$2.8M 0.2%
64,558
-1,954
107
$2.75M 0.19%
19,973
-990
108
$2.74M 0.19%
5,077
-9
109
$2.61M 0.18%
36,456
+1,050
110
$2.6M 0.18%
4,943
-96
111
$2.6M 0.18%
11,065
-120
112
$2.47M 0.17%
8,331
-50
113
$2.39M 0.17%
9,936
+6
114
$2.29M 0.16%
17,313
-290
115
$2.25M 0.16%
2,126
-100
116
$2.19M 0.15%
40,695
+29,638
117
$2.18M 0.15%
54,363
-38,138
118
$2.01M 0.14%
6,069
+126
119
$1.98M 0.14%
8,529
+56
120
$1.91M 0.13%
15,783
121
$1.9M 0.13%
+2,746
122
$1.89M 0.13%
11,862
-730
123
$1.85M 0.13%
49,280
-8,550
124
$1.84M 0.13%
7,255
-297
125
$1.83M 0.13%
2,884
3 4
5
6 7