PWPS
Pinnacle Wealth Planning Services Portfolio holdings
AUM
$760M
1-Year Est. Return
15.19%
1 Year Est. Return
+15.19%
AUM
$760M
AUM Growth
+$95.1M
(+14%)
Holding
485
Top Buys
| 1 | +$4.22M | |
| 2 | +$3.24M | |
| 3 | +$3.07M | |
| 4 |
Microsoft
MSFT
|
+$2.36M |
| 5 |
Apple
AAPL
|
+$2.08M |
Top Sells
| 1 | +$422K | |
| 2 | +$327K | |
| 3 | +$315K | |
| 4 |
Steris
STE
|
+$315K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$313K |
Sector Composition
| 1 | Technology | 12.99% |
| 2 | Energy | 10.63% |
| 3 | Financials | 6.39% |
| 4 | Consumer Discretionary | 4.4% |
| 5 | Healthcare | 3.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
476
Steris
STE
$23.7B
| – | – |
-1,388
|
|
||
477
Suncor Energy
SU
$46.8B
| – | – |
-5,549
|
|
||
478
Toast
TOST
$21.8B
| – | – |
-7,790
|
|
||
479
Thomson Reuters
TRI
$70.5B
| – | – |
-1,273
|
|
||
480
TotalEnergies
TTE
$131B
| – | – |
-3,488
|
|
||
481
Health Care Select Sector SPDR Fund
XLV
$35.1B
| – | – |
-1,410
|
|
||
482
Metagenomi
MGX
$125M
| – | – |
-24,583
|
|
||
|
TSSI
483
TSS Inc
TSSI
$494M
| – | – |
-18,200
|
|