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
$1.41B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.7M
3
+$7.53M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.59M

Top Sells

1
+$11.4M
2
+$4.98M
3
+$2.81M
4
INTC icon
Intel
INTC
+$1.76M
5
CRWD icon
CrowdStrike
CRWD
+$1.58M

Sector Composition

1 Technology 16.56%
2 Financials 11.69%
3 Industrials 7.35%
4 Healthcare 6.1%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.86M 0.13%
15,783
-600
127
$1.82M 0.13%
2,884
128
$1.82M 0.13%
40,479
-3,701
129
$1.81M 0.13%
3,677
+230
130
$1.75M 0.12%
38,262
-1,230
131
$1.56M 0.11%
6,340
+107
132
$1.5M 0.11%
5,401
133
$1.49M 0.11%
23,770
+2,055
134
$1.48M 0.1%
18,343
-602
135
$1.4M 0.1%
10,338
+1,494
136
$1.33M 0.09%
25,990
137
$1.33M 0.09%
2,554
138
$1.31M 0.09%
11,739
139
$1.28M 0.09%
5,002
140
$1.26M 0.09%
4,815
141
$1.24M 0.09%
30,570
-200
142
$1.22M 0.09%
11,674
+30
143
$1.21M 0.09%
24,066
144
$1.21M 0.09%
17,711
-76
145
$1.2M 0.08%
7,285
+1,035
146
$1.19M 0.08%
12,239
-389
147
$1.19M 0.08%
11,402
+228
148
$1.18M 0.08%
6,040
149
$1.16M 0.08%
737
150
$1.14M 0.08%
15,570
4 5
6
7 8