PPW
Pinnacle Private Wealth Portfolio holdings
AUM
$256M
This Quarter Return
+10.9%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$319M
AUM Growth
–
Cap. Flow
+$319M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.1%
Holding
290
New
290
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$51.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$10.2M |
| 3 |
Meta Platforms (Facebook)
META
|
$6.64M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$6.22M |
| 5 |
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% |
