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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
$683M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.73M
3
+$599K
4
SMCI icon
Super Micro Computer
SMCI
+$552K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$408K

Top Sells

1
+$8.97M
2
+$6.72M
3
+$3.42M
4
F icon
Ford
F
+$959K
5
WFC icon
Wells Fargo
WFC
+$877K

Sector Composition

1 Technology 13.43%
2 Energy 12.21%
3 Financials 7%
4 Healthcare 5.56%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-1,872
527
– –
-11,788
528
– –
-4,705
529
– –
-414
530
– –
-20,550
531
– –
-9,634
532
– –
-4,798
533
– –
-20,218
534
– –
-486
535
– –
-45,660
536
– –
-1,127
537
– –
-25,828
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