PWP

Principle Wealth Partners Portfolio holdings

AUM $1.72B
1-Year Est. Return 19.77%
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$4.77M
4
SMOT icon
VanEck Morningstar SMID Moat ETF
SMOT
+$2.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$1.26M

Top Sells

1
+$3.03M
2
+$3.01M
3
+$2.42M
4
NVDA icon
NVIDIA
NVDA
+$2.35M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.78M

Sector Composition

1 Technology 15.89%
2 Financials 12.4%
3 Industrials 7.96%
4 Healthcare 6.55%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$790K 0.06%
4,943
-20
177
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12,027
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182
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183
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188
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189
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190
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191
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195
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196
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197
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198
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199
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6,371
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