PWP
Principle Wealth Partners Portfolio holdings
AUM
$1.6B
1-Year Return
17.32%
This Quarter Return
-7.35%
1 Year Return
+17.32%
3 Year Return
+63.97%
5 Year Return
+125.31%
10 Year Return
–
AUM
$1.06M
AUM Growth
-$830M
(-100%)
Cap. Flow
-$6.44M
Cap. Flow
% of AUM
-607.17%
Top 10 Holdings %
Top 10 Hldgs %
50.95%
Holding
309
New
6
Increased
108
Reduced
87
Closed
16
Top Buys
| 1 |
Dow Inc
DOW
|
$17.9K |
| 2 |
McDonald's
MCD
|
$7.81K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.55K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.8K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$1.6K |
Top Sells
| 1 |
VanEck Semiconductor ETF
SMH
|
$1.8M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$1.19M |
| 3 |
iShares International Dividend Growth ETF
IGRO
|
$594K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$364K |
| 5 |
Lumen
LUMN
|
$310K |
Sector Composition
| 1 | Materials | 21.86% |
| 2 | Technology | 11.68% |
| 3 | Financials | 8.09% |
| 4 | Healthcare | 7.89% |
| 5 | Industrials | 7.77% |
