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PWPS

Pinnacle Wealth Planning Services Portfolio holdings

AUM $968M
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,345
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$3.21M
3
+$1.87M
4
DNMR
Danimer Scientific, Inc.
DNMR
+$1.39M
5
SHW icon
Sherwin-Williams
SHW
+$1.02M

Top Sells

1
+$2.54M
2
+$1.11M
3
+$760K
4
NDSN icon
Nordson
NDSN
+$372K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$356K

Sector Composition

1 Technology 10.8%
2 Energy 8.16%
3 Financials 7.35%
4 Healthcare 7.11%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$93K 0.02%
+4,009
502
$92K 0.02%
+1,123
503
$92K 0.02%
+2,898
504
$92K 0.02%
+446
505
$92K 0.02%
10,514
+265
506
$91K 0.02%
+507
507
$91K 0.02%
+1,831
508
$91K 0.02%
+1,607
509
$91K 0.02%
+434
510
$90K 0.02%
+571
511
$90K 0.02%
+2,651
512
$90K 0.02%
+2,040
513
$90K 0.02%
+3,215
514
$90K 0.02%
+76
515
$90K 0.02%
+1,234
516
$90K 0.02%
+3,025
517
$90K 0.02%
+655
518
$90K 0.02%
+2,419
519
$89K 0.02%
10,479
-2,443
520
$89K 0.02%
+579
521
$89K 0.02%
+1,946
522
$89K 0.02%
+5,950
523
$89K 0.02%
34,970
-2,830
524
$89K 0.02%
+843
525
$89K 0.02%
+380
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