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
$1.42B
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.21M
3
+$2.11M
4
ASML icon
ASML
ASML
+$1.9M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.86M

Top Sells

1
+$1.91M
2
+$1.53M
3
+$1.47M
4
INTC icon
Intel
INTC
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.27M

Sector Composition

1 Technology 16.91%
2 Financials 12.64%
3 Industrials 6.85%
4 Consumer Discretionary 5.97%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$616K 0.04%
1,237
202
$615K 0.04%
12,177
+1,400
203
$603K 0.04%
7,514
+1,072
204
$597K 0.04%
15,911
-3,039
205
$592K 0.04%
4,670
206
$588K 0.04%
4,400
207
$582K 0.04%
10,346
208
$577K 0.04%
6,462
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209
$566K 0.04%
1,335
210
$565K 0.04%
31,225
211
$555K 0.04%
4,905
212
$550K 0.04%
3,485
213
$543K 0.04%
15,820
-1,350
214
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5,319
215
$538K 0.04%
7,062
+10
216
$532K 0.04%
5,339
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217
$515K 0.04%
2,218
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218
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2,329
219
$512K 0.04%
1,223
220
$503K 0.04%
8,874
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221
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4,800
222
$500K 0.04%
2,661
223
$500K 0.04%
3,076
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224
$484K 0.03%
15,004
225
$483K 0.03%
15,350
7 8
9
10 11