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
176
$789K 0.06%
2,190
-53
177
$782K 0.05%
4,464
178
$777K 0.05%
7,047
179
$763K 0.05%
4,162
+160
180
$754K 0.05%
5,705
-322
181
$749K 0.05%
2,583
-11
182
$747K 0.05%
+613
183
$743K 0.05%
5,020
184
$703K 0.05%
13,437
-1
185
$701K 0.05%
38,262
186
$697K 0.05%
6,033
+345
187
$695K 0.05%
5,731
-568
188
$684K 0.05%
2,441
-70
189
$682K 0.05%
2,941
+189
190
$682K 0.05%
11,968
191
$677K 0.05%
14,009
-1,392
192
$675K 0.05%
29,641
-3,272
193
$668K 0.05%
11,775
-617
194
$666K 0.05%
10,853
195
$663K 0.05%
7,292
+53
196
$660K 0.05%
8,089
+888
197
$653K 0.05%
2,698
+3
198
$640K 0.04%
3,028
199
$640K 0.04%
7,277
+145
200
$636K 0.04%
10,641
+568
6 7
8
9 10