PWP
Principle Wealth Partners Portfolio holdings
AUM
$1.6B
1-Year Return
17.32%
This Quarter Return
-0.1%
1 Year Return
+17.32%
3 Year Return
+63.97%
5 Year Return
+125.31%
10 Year Return
–
AUM
$866M
AUM Growth
-$14.6M
(-1.7%)
Cap. Flow
+$4.75M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
40.41%
Holding
322
New
10
Increased
99
Reduced
87
Closed
15
Top Buys
| 1 |
iShares Genomics Immunology and Healthcare ETF
IDNA
|
$2.71M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.62M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.61M |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$1.06M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$1.01M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$775K |
| 2 |
AT&T
T
|
$642K |
| 3 |
Microsoft
MSFT
|
$601K |
| 4 |
Roku
ROKU
|
$540K |
| 5 |
Oracle
ORCL
|
$494K |
Sector Composition
| 1 | Technology | 15.42% |
| 2 | Industrials | 13.53% |
| 3 | Financials | 12.57% |
| 4 | Healthcare | 7.46% |
| 5 | Consumer Discretionary | 6.46% |
