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
1476
$8K ﹤0.01%
+179
1477
$8K ﹤0.01%
+107
1478
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+122
1479
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1480
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1481
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1483
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1485
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+171
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+140
1490
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+168
1491
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+434
1492
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+104
1493
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+1,297
1494
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1495
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+83
1496
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+225
1497
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+599
1498
$7K ﹤0.01%
+220
1499
$7K ﹤0.01%
+692
1500
$7K ﹤0.01%
+65