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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
926
$37K 0.01%
+1,109
927
$36K 0.01%
+289
928
$36K 0.01%
+128
929
$36K 0.01%
+787
930
$36K 0.01%
+889
931
$36K 0.01%
+1,399
932
$36K 0.01%
+213
933
$36K 0.01%
+3,806
934
$36K 0.01%
+1,026
935
$36K 0.01%
+1,064
936
$36K 0.01%
+1,156
937
$35K 0.01%
+326
938
$35K 0.01%
+2,030
939
$35K 0.01%
+651
940
$35K 0.01%
+1,562
941
$35K 0.01%
+274
942
$35K 0.01%
+196
943
$35K 0.01%
+430
944
$35K 0.01%
+1,128
945
$35K 0.01%
+2,046
946
$35K 0.01%
+158
947
$34K 0.01%
+275
948
$34K 0.01%
+3,184
949
$34K 0.01%
+1,385
950
$34K 0.01%
+2,283
36 37
38
39 40