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
$951M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.79M
3
+$3.54M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.41M

Top Sells

1
+$11.1M
2
+$1.65M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$838K
5
AAPL icon
Apple
AAPL
+$623K

Sector Composition

1 Technology 16.48%
2 Industrials 12%
3 Financials 10.75%
4 Healthcare 9.67%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$880K 0.09%
4,871
-281
152
$878K 0.09%
11,411
-221
153
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45,803
-9,414
154
$858K 0.09%
+11,230
155
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7,109
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156
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13,556
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157
$809K 0.09%
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158
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159
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160
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161
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5,101
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162
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163
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164
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3,008
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166
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167
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172
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3,203
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173
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3,077
174
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20,659
-3,856
175
$652K 0.07%
854
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