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
$700M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.37%
2 Energy 12.75%
3 Financials 6.72%
4 Healthcare 5.46%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-14,309
552
-3,129
553
-4,811
554
-2,956
555
-825
556
-1,337
557
-14,700