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
151
$1.14M 0.08%
15,902
152
$1.12M 0.08%
9,364
-805
153
$1.08M 0.08%
11,062
154
$1.06M 0.08%
14,836
155
$1.05M 0.07%
4,563
+2
156
$1.05M 0.07%
6,018
+76
157
$1.03M 0.07%
9,383
158
$1.01M 0.07%
3,498
159
$995K 0.07%
9,137
160
$945K 0.07%
1,789
161
$933K 0.07%
8,182
162
$931K 0.07%
4,002
163
$929K 0.07%
14,913
164
$916K 0.06%
22,243
-851
165
$886K 0.06%
15,680
166
$882K 0.06%
6,470
+405
167
$878K 0.06%
6,027
-185
168
$863K 0.06%
1,496
+122
169
$856K 0.06%
4,763
170
$820K 0.06%
9,342
-300
171
$818K 0.06%
16,459
172
$810K 0.06%
2,243
-149
173
$800K 0.06%
4,464
+1,908
174
$796K 0.06%
21,400
+2,392
175
$792K 0.06%
18,950
-1,000
5 6
7
8 9