PWPS
Pinnacle Wealth Planning Services Portfolio holdings
AUM
$968M
1-Year Est. Return
19.35%
This Fund
S&P 500
1 Year Est. Return
+19.35%
AUM
$968M
AUM Growth
+$10.3M
(+1.1%)
Holding
2,880
Top Buys
| 1 | +$10.6M | |
| 2 | +$3.05M | |
| 3 | +$2.39M | |
| 4 |
KKR & Co
KKR
|
+$1.92M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.91M |
Top Sells
| 1 | +$13.9M | |
| 2 | +$2.18M | |
| 3 | +$1.87M | |
| 4 |
Microsoft
MSFT
|
+$902K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$769K |
Sector Composition
| 1 | Technology | 12.58% |
| 2 | Energy | 8.38% |
| 3 | Financials | 7.29% |
| 4 | Consumer Discretionary | 5.14% |
| 5 | Industrials | 4.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2876
Vitesse Energy
VTS
$756M
| – | – |
-21
|
|
||
2877
Invesco Senior Income Trust
VVR
$471M
| – | – |
-1,957
|
|
||
2878
Weibo
WB
$1.97B
| – | – |
-96
|
|
||
|
WIA
2879
Western Asset Inflation-Linked Income Fund
WIA
$190M
| – | – |
-55
|
|
||
2880
WPP
WPP
$4.04B
| – | – |
-94
|
|