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
+$16.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7M
3
+$6.72M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.32M

Top Sells

1
+$13.4M
2
+$2.05M
3
+$2.01M
4
NVDA icon
NVIDIA
NVDA
+$1.14M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.08M

Sector Composition

1 Technology 16.76%
2 Financials 11.82%
3 Industrials 9.04%
4 Healthcare 8.37%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$510K 0.05%
10,295
202
$509K 0.05%
5,860
+82
203
$508K 0.05%
15,322
-4,838
204
$508K 0.05%
7,139
205
$504K 0.05%
5,694
206
$495K 0.05%
9,821
+1,980
207
$483K 0.05%
1,125
-72
208
$475K 0.05%
2,886
+41
209
$471K 0.05%
15,329
210
$460K 0.05%
6,765
+117
211
$440K 0.04%
2,200
-37
212
$440K 0.04%
4,800
213
$439K 0.04%
3,287
-1,000
214
$433K 0.04%
4,247
215
$427K 0.04%
4,670
216
$426K 0.04%
1,166
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217
$426K 0.04%
11,580
218
$425K 0.04%
699
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219
$422K 0.04%
1,134
220
$421K 0.04%
4,925
-28
221
$418K 0.04%
4,550
222
$413K 0.04%
1,801
-429
223
$409K 0.04%
2,595
224
$401K 0.04%
6,234
225
$400K 0.04%
6,500
7 8
9
10 11