PWPS

Pinnacle Wealth Planning Services Portfolio holdings

AUM $958M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
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
1551
$7K ﹤0.01%
+12
1552
$7K ﹤0.01%
+285
1553
$7K ﹤0.01%
+152
1554
$7K ﹤0.01%
+414
1555
$7K ﹤0.01%
+201
1556
$7K ﹤0.01%
+274
1557
$7K ﹤0.01%
+239
1558
$7K ﹤0.01%
+90
1559
$7K ﹤0.01%
+3,124
1560
$7K ﹤0.01%
+485
1561
$7K ﹤0.01%
+162
1562
$7K ﹤0.01%
+65
1563
$6K ﹤0.01%
+120
1564
$6K ﹤0.01%
+607
1565
$6K ﹤0.01%
+38
1566
$6K ﹤0.01%
+159
1567
$6K ﹤0.01%
+107
1568
$6K ﹤0.01%
+184
1569
$6K ﹤0.01%
+160
1570
$6K ﹤0.01%
+118
1571
$6K ﹤0.01%
+144
1572
$6K ﹤0.01%
+238
1573
$6K ﹤0.01%
+82
1574
$6K ﹤0.01%
+111
1575
$6K ﹤0.01%
+98