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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
776
$52K 0.01%
+289
777
$52K 0.01%
+2,689
778
$51K 0.01%
+3,404
779
$51K 0.01%
+3,486
780
$51K 0.01%
+1,964
781
$51K 0.01%
+605
782
$51K 0.01%
+680
783
$51K 0.01%
+1,433
784
$51K 0.01%
+255
785
$51K 0.01%
+1,488
786
$51K 0.01%
+285
787
$51K 0.01%
+197
788
$51K 0.01%
+812
789
$50K 0.01%
+533
790
$50K 0.01%
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791
$50K 0.01%
+3,266
792
$50K 0.01%
+2,794
793
$50K 0.01%
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794
$50K 0.01%
+7,862
795
$50K 0.01%
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796
$50K 0.01%
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797
$50K 0.01%
+1,044
798
$50K 0.01%
+1,187
799
$49K 0.01%
+489
800
$49K 0.01%
+818
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