PPW

Pinnacle Private Wealth Portfolio holdings

AUM $256M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$51.8M
2 +$10.2M
3 +$6.64M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.22M
5
HD icon
Home Depot
HD
+$5.98M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.33%
2 Consumer Discretionary 6.78%
3 Communication Services 4.46%
4 Financials 4.19%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$247K 0.08%
+2,784
252
$247K 0.08%
+384
253
$246K 0.08%
+3,730
254
$246K 0.08%
+647
255
$243K 0.08%
+3,151
256
$242K 0.08%
+3,989
257
$241K 0.08%
+2,295
258
$238K 0.07%
+8,651
259
$236K 0.07%
+3,524
260
$236K 0.07%
+966
261
$234K 0.07%
+3,873
262
$229K 0.07%
+2,900
263
$227K 0.07%
+4,123
264
$221K 0.07%
+3,053
265
$221K 0.07%
+438
266
$219K 0.07%
+2,301
267
$219K 0.07%
+4,177
268
$218K 0.07%
+1,896
269
$217K 0.07%
+2,328
270
$214K 0.07%
+773
271
$212K 0.07%
+1,615
272
$211K 0.07%
+723
273
$211K 0.07%
+320
274
$210K 0.07%
+1,810
275
$209K 0.07%
+3,079