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

Top Buys

1
+$4.99M
2
+$2.95M
3
+$2.88M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.02M
5
TSN icon
Tyson Foods
TSN
+$1.46M

Top Sells

1
+$6.33M
2
+$3.67M
3
+$1.73M
4
GLD icon
SPDR Gold Trust
GLD
+$1.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.56M

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
501
– –
-2,437
502
– –
-2,232
503
– –
-12,856
504
– –
-19,094
505
– –
-7,349
506
– –
-14,978
507
$0 ﹤0.01%
10,800
508
– –
-30,076
509
– –
-2,859
510
– –
-1,715
17 18 19 20
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