PWPS

Pinnacle Wealth Planning Services Portfolio holdings

AUM $958M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.19M
3
+$6.93M
4
F icon
Ford
F
+$6.02M
5
UAL icon
United Airlines
UAL
+$3.24M

Top Sells

1
+$5.41M
2
+$2.23M
3
+$1.85M
4
CLW icon
Clearwater Paper
CLW
+$668K
5
GLD icon
SPDR Gold Trust
GLD
+$657K

Sector Composition

1 Energy 11.72%
2 Technology 11.06%
3 Consumer Discretionary 7.75%
4 Financials 7.44%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
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