PWPS

Pinnacle Wealth Planning Services Portfolio holdings

AUM $853M
1-Year Est. Return 16.34%
This Quarter Est. Return
1 Year Est. Return
+16.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
+$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13.9M
3
+$12.1M
4
PPC icon
Pilgrim's Pride
PPC
+$11.2M
5
XOM icon
Exxon Mobil
XOM
+$5.9M

Top Sells

1
+$4.42M
2
+$1.97M
3
+$1.8M
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$1.34M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.22M

Sector Composition

1 Energy 11.58%
2 Technology 9.08%
3 Consumer Staples 6.6%
4 Healthcare 5.58%
5 Financials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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285
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-16,987
288
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