PWP
Principle Wealth Partners Portfolio holdings
AUM
$1.6B
1-Year Return
17.32%
This Quarter Return
+8.88%
1 Year Return
+17.32%
3 Year Return
+63.97%
5 Year Return
+125.31%
10 Year Return
–
AUM
$1.28B
AUM Growth
+$119M
(+10%)
Cap. Flow
+$32.4M
Cap. Flow
% of AUM
2.53%
Top 10 Holdings %
Top 10 Hldgs %
33.28%
Holding
350
New
15
Increased
143
Reduced
72
Closed
6
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$13M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
$11M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$4.77M |
| 4 |
VanEck Morningstar SMID Moat ETF
SMOT
|
$2.3M |
| 5 |
VanEck Semiconductor ETF
SMH
|
$1.26M |
Top Sells
| 1 |
Boeing
BA
|
$3.03M |
| 2 |
Amgen
AMGN
|
$3.01M |
| 3 |
Pfizer
PFE
|
$2.42M |
| 4 |
NVIDIA
NVDA
|
$2.35M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.78M |
Sector Composition
| 1 | Technology | 15.89% |
| 2 | Financials | 12.4% |
| 3 | Industrials | 7.96% |
| 4 | Healthcare | 6.55% |
| 5 | Consumer Discretionary | 6.04% |
