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
$995M
AUM Growth
+$16.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7M
3
+$6.72M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.32M

Top Sells

1
+$13.4M
2
+$2.05M
3
+$2.01M
4
NVDA icon
NVIDIA
NVDA
+$1.14M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.08M

Sector Composition

1 Technology 16.76%
2 Financials 11.82%
3 Industrials 9.04%
4 Healthcare 8.37%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.41M 0.14%
2,795
+99
127
$1.41M 0.14%
3,729
+167
128
$1.38M 0.14%
6,451
-35
129
$1.35M 0.14%
6,654
+151
130
$1.33M 0.13%
8,107
+1
131
$1.32M 0.13%
12,592
132
$1.3M 0.13%
2,318
+3
133
$1.25M 0.13%
15,909
-1,437
134
$1.24M 0.13%
30,390
-5,150
135
$1.2M 0.12%
+24,066
136
$1.14M 0.11%
25,616
+26
137
$1.11M 0.11%
4,815
138
$1.11M 0.11%
12,137
139
$1.09M 0.11%
2,789
140
$1.09M 0.11%
737
141
$1.08M 0.11%
18,646
+3
142
$1.07M 0.11%
2,450
+1
143
$1.05M 0.11%
6,055
+10
144
$1.02M 0.1%
10,074
-132
145
$1.02M 0.1%
29,350
-5,663
146
$989K 0.1%
18,555
+159
147
$985K 0.1%
30,970
148
$964K 0.1%
6,464
-120
149
$950K 0.1%
11,630
+5
150
$945K 0.1%
16,921
-18,001
4 5
6
7 8