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
$341M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$472K
3
+$404K
4
AXP icon
American Express
AXP
+$401K
5
ARKK icon
ARK Innovation ETF
ARKK
+$325K

Top Sells

1
+$1.11M
2
+$725K
3
+$610K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$285K
5
VTV icon
Vanguard Value ETF
VTV
+$275K

Sector Composition

1 Industrials 18.53%
2 Technology 13.26%
3 Healthcare 10.87%
4 Financials 9.57%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$142K 0.04%
+9,865
177
$141K 0.04%
+6,600
178
$138K 0.04%
+1,511
179
$137K 0.04%
9,720
-3,044
180
$135K 0.04%
+2,380
181
$135K 0.04%
+1,187
182
$135K 0.04%
+1,100
183
$134K 0.04%
+963
184
$132K 0.04%
+1,438
185
$130K 0.04%
1,650
-14,064
186
$129K 0.04%
+2,290
187
$129K 0.04%
12,000
188
$125K 0.04%
+4,335
189
$120K 0.04%
+5,381
190
$120K 0.04%
+2,625
191
$119K 0.03%
+2,795
192
$117K 0.03%
+6,446
193
$116K 0.03%
+1,735
194
$116K 0.03%
+1,008
195
$114K 0.03%
+1,410
196
$114K 0.03%
+401
197
$112K 0.03%
+786
198
$110K 0.03%
+400
199
$110K 0.03%
+6,620
200
$109K 0.03%
+1,286
6 7
8
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