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
201
$318K 0.1%
+1,908
202
$317K 0.1%
+1,185
203
$315K 0.1%
+1,876
204
$312K 0.1%
+5,315
205
$311K 0.1%
+4,395
206
$310K 0.1%
+5,515
207
$308K 0.1%
+2,280
208
$307K 0.1%
+2,860
209
$306K 0.1%
+4,912
210
$303K 0.1%
+2,105
211
$302K 0.09%
+3,608
212
$301K 0.09%
+3,931
213
$301K 0.09%
+5,973
214
$299K 0.09%
+5,357
215
$298K 0.09%
+8,089
216
$298K 0.09%
+5,793
217
$297K 0.09%
+1,357
218
$297K 0.09%
+2,429
219
$297K 0.09%
+3,126
220
$295K 0.09%
+1,699
221
$294K 0.09%
+13,387
222
$291K 0.09%
+16,711
223
$287K 0.09%
+4,347
224
$283K 0.09%
+1,699
225
$283K 0.09%
+4,182
7 8
9
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