PWPS

Pinnacle Wealth Planning Services Portfolio holdings

AUM $760M
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Sells

1 +$9.34M
2 +$3.27M
3 +$2.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.49M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.22M

Sector Composition

1 Technology 13%
2 Energy 10.89%
3 Consumer Discretionary 8.7%
4 Financials 7.58%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-1,350