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
$995M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$4.31M
3
+$3.1M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.88M

Top Sells

1
+$7.74M
2
+$7.55M
3
+$4.48M
4
AAPL icon
Apple
AAPL
+$1.64M
5
INTC icon
Intel
INTC
+$1.38M

Sector Composition

1 Technology 18.08%
2 Financials 11.7%
3 Industrials 10.02%
4 Healthcare 8.71%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$481K 0.05%
4,800
202
$467K 0.05%
1,869
203
$465K 0.05%
1,159
+10
204
$462K 0.05%
2,230
+579
205
$455K 0.05%
3,451
+191
206
$452K 0.05%
6,323
207
$451K 0.05%
2,595
208
$451K 0.05%
4,670
209
$448K 0.05%
4,953
210
$446K 0.04%
+14,700
211
$445K 0.04%
5,500
212
$436K 0.04%
4,377
+837
213
$432K 0.04%
1,134
-9
214
$432K 0.04%
1,920
215
$431K 0.04%
2,710
216
$429K 0.04%
4,247
-1,200
217
$426K 0.04%
11,313
218
$424K 0.04%
2,176
-60
219
$423K 0.04%
5,368
-1,628
220
$422K 0.04%
3,669
-490
221
$418K 0.04%
+4,550
222
$415K 0.04%
2,237
+37
223
$413K 0.04%
3,625
+131
224
$404K 0.04%
345
225
$397K 0.04%
7,841
-52
7 8
9
10 11