We are live on ! Find out more
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
901
$39K 0.01%
+2,274
902
$39K 0.01%
+2,699
903
$39K 0.01%
+2,116
904
$39K 0.01%
+5,337
905
$39K 0.01%
+540
906
$39K 0.01%
+2,148
907
$39K 0.01%
+727
908
$38K 0.01%
+1,969
909
$38K 0.01%
+3,114
910
$38K 0.01%
+975
911
$38K 0.01%
+176
912
$38K 0.01%
+296
913
$38K 0.01%
+881
914
$38K 0.01%
+614
915
$38K 0.01%
+3,393
916
$38K 0.01%
+757
917
$38K 0.01%
+213
918
$38K 0.01%
+311
919
$38K 0.01%
+2,123
920
$37K 0.01%
+330
921
$37K 0.01%
+22,503
922
$37K 0.01%
+2,614
923
$37K 0.01%
+2,824
924
$37K 0.01%
+2,285
925
$37K 0.01%
+451
35 36
37
38 39