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
$602M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.84M
3
+$1.86M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
AMZN icon
Amazon
AMZN
+$1.44M

Top Sells

1
+$6.33M
2
+$3.51M
3
+$1.73M
4
GLD icon
SPDR Gold Trust
GLD
+$1.66M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.54M

Sector Composition

1 Energy 12.06%
2 Technology 11.04%
3 Financials 7.6%
4 Healthcare 6.1%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$118K 0.02%
10,001
-67
427
$115K 0.02%
+10,942
428
$114K 0.02%
20,585
429
$113K 0.02%
22,170
-1,400
430
$113K 0.02%
37,442
-3,843
431
$108K 0.02%
38,443
+386
432
$107K 0.02%
+23,567
433
$106K 0.02%
19,999
+79
434
$105K 0.02%
38,456
-9,564
435
$104K 0.02%
+19,187
436
$103K 0.02%
10,948
437
$103K 0.02%
16,136
-90
438
$103K 0.02%
11,239
+683
439
$103K 0.02%
2,111
+1,046
440
$102K 0.02%
10,463
441
$97.9K 0.02%
30,323
442
$87.7K 0.01%
+46,181
443
$85.6K 0.01%
19,338
444
$85.6K 0.01%
85,592
-6,573
445
$84.7K 0.01%
+23,848
446
$81.3K 0.01%
16,259
-315
447
$79.6K 0.01%
10,282
+63
448
$78.9K 0.01%
18,343
449
$77.2K 0.01%
14,541
-339
450
$76.6K 0.01%
+13,436
16 17
18
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