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
176
$636K 0.07%
12,427
+3,360
177
$627K 0.07%
4,773
178
$626K 0.07%
1,302
+200
179
$625K 0.07%
11,913
180
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16,927
181
$616K 0.06%
9,113
+544
182
$603K 0.06%
1,329
+152
183
$601K 0.06%
12,100
184
$596K 0.06%
16,325
+6,670
185
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15,777
+9
186
$588K 0.06%
1,433
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187
$582K 0.06%
4,905
188
$567K 0.06%
10,623
-15,698
189
$562K 0.06%
26,118
-7,191
190
$557K 0.06%
+7,369
191
$556K 0.06%
6,548
192
$546K 0.06%
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193
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5,694
194
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406
195
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+8,187
196
$534K 0.06%
14,663
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197
$531K 0.06%
6,052
198
$530K 0.06%
3,791
+301
199
$530K 0.06%
11,340
200
$517K 0.05%
8,850
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