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
$1.42B
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.21M
3
+$2.11M
4
ASML icon
ASML
ASML
+$1.9M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.86M

Top Sells

1
+$1.91M
2
+$1.53M
3
+$1.47M
4
INTC icon
Intel
INTC
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.27M

Sector Composition

1 Technology 16.91%
2 Financials 12.64%
3 Industrials 6.85%
4 Consumer Discretionary 5.97%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.83M 0.13%
38,292
+30
127
$1.76M 0.12%
43,953
+3,474
128
$1.74M 0.12%
25,421
129
$1.7M 0.12%
3,262
-415
130
$1.65M 0.12%
5,002
131
$1.64M 0.12%
18,140
-203
132
$1.63M 0.11%
3,132
133
$1.46M 0.1%
11,627
-47
134
$1.4M 0.1%
6,160
-180
135
$1.35M 0.09%
10,243
-95
136
$1.27M 0.09%
737
137
$1.26M 0.09%
24,795
-1,195
138
$1.24M 0.09%
5,401
139
$1.23M 0.09%
30,570
140
$1.22M 0.09%
4,815
141
$1.22M 0.09%
15,852
-50
142
$1.21M 0.09%
11,739
143
$1.19M 0.08%
6,045
+27
144
$1.12M 0.08%
2,518
-1,136
145
$1.1M 0.08%
15,680
146
$1.1M 0.08%
9,364
147
$1.09M 0.08%
9,243
-140
148
$1.06M 0.07%
11,404
-835
149
$1.06M 0.07%
15,570
150
$1.04M 0.07%
11,277
-125
4 5
6
7 8