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
$1.41B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.7M
3
+$7.53M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.59M

Top Sells

1
+$11.4M
2
+$4.98M
3
+$2.81M
4
INTC icon
Intel
INTC
+$1.76M
5
CRWD icon
CrowdStrike
CRWD
+$1.58M

Sector Composition

1 Technology 16.56%
2 Financials 11.69%
3 Industrials 7.35%
4 Healthcare 6.1%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$639K 0.05%
1,237
202
$639K 0.05%
11,057
-179
203
$632K 0.04%
10,346
204
$628K 0.04%
7,052
205
$626K 0.04%
6,014
-25
206
$597K 0.04%
5,595
-99
207
$595K 0.04%
4,400
208
$592K 0.04%
17,170
-75
209
$592K 0.04%
7,132
210
$589K 0.04%
12,392
-2,247
211
$583K 0.04%
1,223
+89
212
$578K 0.04%
31,225
213
$557K 0.04%
1,335
214
$556K 0.04%
6,289
-685
215
$550K 0.04%
8,469
216
$548K 0.04%
4,670
217
$524K 0.04%
256
218
$518K 0.04%
15,004
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219
$514K 0.04%
2,329
+1,135
220
$510K 0.04%
15,350
+4,124
221
$509K 0.04%
5,319
222
$503K 0.04%
4,800
223
$499K 0.04%
2,169
+167
224
$495K 0.04%
2,451
+1,030
225
$493K 0.03%
4,702
7 8
9
10 11