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
151
$1.04M 0.07%
14,836
152
$1.03M 0.07%
9,137
153
$1.02M 0.07%
17,714
+3
154
$992K 0.07%
22,096
-1,674
155
$991K 0.07%
10,861
-201
156
$984K 0.07%
6,040
157
$984K 0.07%
4,564
+1
158
$978K 0.07%
4,763
159
$964K 0.07%
3,488
-10
160
$942K 0.07%
2,553
-1
161
$940K 0.07%
15,093
+180
162
$929K 0.07%
12,289
-9,111
163
$929K 0.07%
8,212
+30
164
$914K 0.06%
22,591
+348
165
$902K 0.06%
18,049
-6,017
166
$900K 0.06%
814
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167
$891K 0.06%
1,899
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168
$881K 0.06%
1,496
169
$841K 0.06%
2,094
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170
$835K 0.06%
1,328
+118
171
$832K 0.06%
6,595
+125
172
$825K 0.06%
14,595
+52
173
$822K 0.06%
42,646
174
$815K 0.06%
16,459
175
$802K 0.06%
9,357
+15
5 6
7
8 9