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PWP

Principle Wealth Partners Portfolio holdings

AUM $1.75B
1-Year Est. Return 21.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$3.35M
3
+$3.32M
4
IDVO icon
Amplify International Enhanced Dividend Income ETF
IDVO
+$3M
5
META icon
Meta Platforms (Facebook)
META
+$2.82M

Top Sells

1
+$16.1M
2
+$2.74M
3
+$2.74M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.62M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.27M

Sector Composition

1 Technology 16.94%
2 Financials 13.17%
3 Industrials 6.51%
4 Consumer Discretionary 5.35%
5 Healthcare 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VHT icon
126
Vanguard Health Care ETF
VHT
$17.1B
$2.02M 0.11%
7,032
-15
BNY
127
Bank of New York Mellon
BNY
$98.5B
$1.95M 0.11%
16,787
TSM icon
128
TSMC
TSM
$2.29T
$1.89M 0.11%
6,234
+162
USB icon
129
US Bancorp
USB
$93.6B
$1.85M 0.1%
34,718
+1,034
DIVO icon
130
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.14B
$1.85M 0.1%
41,542
+4,331
AVGO icon
131
Broadcom
AVGO
$1.82T
$1.84M 0.1%
5,302
+316
NOW icon
132
ServiceNow
NOW
$96.7B
$1.8M 0.1%
11,724
+1,834
FBTC icon
133
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.1B
$1.77M 0.1%
23,179
+8,402
GLD icon
134
SPDR Gold Trust
GLD
$130B
$1.76M 0.1%
4,441
+61
CI icon
135
Cigna
CI
$73.9B
$1.73M 0.1%
6,272
+7
VZ icon
136
Verizon
VZ
$191B
$1.66M 0.09%
40,678
-1,472
CVS icon
137
CVS Health
CVS
$130B
$1.64M 0.09%
20,712
-1,057
MKL icon
138
Markel Group
MKL
$23.8B
$1.58M 0.09%
737
IJR icon
139
iShares Core S&P Small-Cap ETF
IJR
$111B
$1.54M 0.09%
12,833
-410
IAU icon
140
iShares Gold Trust
IAU
$61.9B
$1.51M 0.08%
18,567
-2,202
ITW icon
141
Illinois Tool Works
ITW
$75.9B
$1.5M 0.08%
6,104
+1,289
GEV icon
142
GE Vernova
GEV
$284B
$1.5M 0.08%
2,297
+117
VYMI icon
143
Vanguard International High Dividend Yield ETF
VYMI
$19.1B
$1.5M 0.08%
16,645
-1,000
PRF icon
144
Invesco FTSE RAFI US 1000 ETF
PRF
$9.59B
$1.43M 0.08%
30,570
IVV icon
145
iShares Core S&P 500 ETF
IVV
$822B
$1.42M 0.08%
2,080
+323
UNP icon
146
Union Pacific
UNP
$154B
$1.4M 0.08%
6,053
+57
WFC icon
147
Wells Fargo
WFC
$258B
$1.38M 0.08%
14,758
+38
XLI icon
148
State Street Industrial Select Sector SPDR ETF
XLI
$32.6B
$1.35M 0.08%
8,719
+6
CARR icon
149
Carrier Global
CARR
$61.5B
$1.35M 0.08%
25,464
+87
RAAX icon
150
VanEck Inflation Allocation ETF
RAAX
$1.01B
$1.33M 0.08%
38,078
+30,498
4 5
6
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