PWP
Principle Wealth Partners Portfolio holdings
AUM
$1.6B
1-Year Return
17.32%
This Quarter Return
+6.79%
1 Year Return
+17.32%
3 Year Return
+63.97%
5 Year Return
+125.31%
10 Year Return
–
AUM
$1.41B
AUM Growth
+$98M
(+7.5%)
Cap. Flow
+$18.5M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
34.49%
Holding
349
New
24
Increased
97
Reduced
94
Closed
10
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$11.8M |
| 2 |
First Trust Municipal High Income ETF
FMHI
|
$9.7M |
| 3 |
Invesco S&P 500 Top 50 ETF
XLG
|
$7.53M |
| 4 |
VanEck Semiconductor ETF
SMH
|
$2.93M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$2.59M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$11.4M |
| 2 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$4.98M |
| 3 |
Charles Schwab
SCHW
|
$2.81M |
| 4 |
Intel
INTC
|
$1.76M |
| 5 |
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% |
