PWP
Principle Wealth Partners Portfolio holdings
AUM
$1.6B
1-Year Return
17.32%
This Quarter Return
+1.83%
1 Year Return
+17.32%
3 Year Return
+63.97%
5 Year Return
+125.31%
10 Year Return
–
AUM
$1.42B
AUM Growth
+$13M
(+0.92%)
Cap. Flow
+$739K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
36.25%
Holding
349
New
10
Increased
101
Reduced
123
Closed
15
Top Buys
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
$5.6M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$3.21M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.11M |
| 4 |
ASML
ASML
|
$1.9M |
| 5 |
iShares Select Dividend ETF
DVY
|
$1.86M |
Top Sells
| 1 |
ALPS Smith Core Plus Bond ETF
SMTH
|
$1.91M |
| 2 |
Dow Inc
DOW
|
$1.53M |
| 3 |
Amgen
AMGN
|
$1.47M |
| 4 |
Intel
INTC
|
$1.34M |
| 5 |
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% |
