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
1576
$6K ﹤0.01%
+26
1577
$6K ﹤0.01%
+682
1578
$6K ﹤0.01%
+313
1579
$6K ﹤0.01%
+252
1580
$6K ﹤0.01%
+1,503
1581
$6K ﹤0.01%
+23
1582
$6K ﹤0.01%
+157
1583
$6K ﹤0.01%
+516
1584
$6K ﹤0.01%
+100
1585
$6K ﹤0.01%
+155
1586
$6K ﹤0.01%
+50
1587
$6K ﹤0.01%
+291
1588
$6K ﹤0.01%
+162
1589
$6K ﹤0.01%
+150
1590
$6K ﹤0.01%
+496
1591
$6K ﹤0.01%
+155
1592
$6K ﹤0.01%
+904
1593
$6K ﹤0.01%
+481
1594
$6K ﹤0.01%
+220
1595
$6K ﹤0.01%
+1,112
1596
$6K ﹤0.01%
+103
1597
$6K ﹤0.01%
+47
1598
$6K ﹤0.01%
+375
1599
$6K ﹤0.01%
+1,417
1600
$6K ﹤0.01%
+82