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
201
$504K 0.05%
8,030
202
$497K 0.05%
3,975
-469
203
$493K 0.05%
5,211
+2
204
$488K 0.05%
4,400
205
$488K 0.05%
6,630
+300
206
$486K 0.05%
11,580
207
$478K 0.05%
5,664
208
$477K 0.05%
4,800
209
$476K 0.05%
4,566
+1
210
$471K 0.05%
2,737
211
$469K 0.05%
4,670
-108
212
$455K 0.05%
17,432
213
$444K 0.05%
1,920
214
$442K 0.05%
2,608
-190
215
$428K 0.05%
1,978
+1
216
$428K 0.05%
1,541
+507
217
$423K 0.04%
5,500
218
$421K 0.04%
2,608
219
$420K 0.04%
3,020
-134
220
$413K 0.04%
5,287
+33
221
$412K 0.04%
3,565
222
$412K 0.04%
13,892
223
$407K 0.04%
4,010
224
$406K 0.04%
5,319
225
$405K 0.04%
5,043
7 8
9
10 11