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
$951M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.79M
3
+$3.54M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.41M

Top Sells

1
+$11.1M
2
+$1.65M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$838K
5
AAPL icon
Apple
AAPL
+$623K

Sector Composition

1 Technology 16.48%
2 Industrials 12%
3 Financials 10.75%
4 Healthcare 9.67%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.14M 0.12%
6,030
127
$1.11M 0.12%
8,531
-665
128
$1.11M 0.12%
8,214
+4,984
129
$1.1M 0.12%
12,588
+3
130
$1.09M 0.11%
737
131
$1.06M 0.11%
30,970
132
$1.05M 0.11%
21,335
133
$1.04M 0.11%
+4,590
134
$1.04M 0.11%
20,949
-840
135
$1.02M 0.11%
4,863
+1
136
$1.01M 0.11%
4,717
+261
137
$994K 0.1%
18,256
-26
138
$994K 0.1%
5,319
+500
139
$988K 0.1%
13,530
+377
140
$957K 0.1%
37,079
+2,503
141
$949K 0.1%
17,680
+30
142
$944K 0.1%
2,111
-45
143
$944K 0.1%
10,382
+875
144
$940K 0.1%
20,638
-914
145
$930K 0.1%
3,247
146
$928K 0.1%
15,322
147
$920K 0.1%
20,934
+5,038
148
$916K 0.1%
17,533
+650
149
$901K 0.09%
11,107
+1,336
150
$900K 0.09%
18,580
-890
4 5
6
7 8