PWPS

Pinnacle Wealth Planning Services Portfolio holdings

AUM $853M
1-Year Est. Return 16.34%
This Quarter Est. Return
1 Year Est. Return
+16.34%
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 +$6.17M
2 +$2.52M
3 +$2.43M
4
T icon
AT&T
T
+$1.88M
5
SHW icon
Sherwin-Williams
SHW
+$1.05M

Top Sells

1 +$2.57M
2 +$1.27M
3 +$744K
4
NDSN icon
Nordson
NDSN
+$372K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$367K

Sector Composition

1 Technology 10.81%
2 Energy 8.16%
3 Financials 7.33%
4 Healthcare 7.11%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$9K ﹤0.01%
+68
1427
$9K ﹤0.01%
+141
1428
$9K ﹤0.01%
+372
1429
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+111
1430
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+200
1431
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+234
1432
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+203
1433
$9K ﹤0.01%
+85
1434
$9K ﹤0.01%
+807
1435
$9K ﹤0.01%
+63
1436
$9K ﹤0.01%
+2,432
1437
$9K ﹤0.01%
+500
1438
$9K ﹤0.01%
+158
1439
$9K ﹤0.01%
+1,012
1440
$9K ﹤0.01%
+635
1441
$9K ﹤0.01%
+1,375
1442
$9K ﹤0.01%
+265
1443
$9K ﹤0.01%
+361
1444
$8K ﹤0.01%
+91
1445
$8K ﹤0.01%
+343
1446
$8K ﹤0.01%
+292
1447
$8K ﹤0.01%
+661
1448
$8K ﹤0.01%
+211
1449
$8K ﹤0.01%
+63
1450
$8K ﹤0.01%
+362