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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
$156M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$8.75M
3
+$5.94M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.64M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.56M

Top Sells

1
+$656K
2
+$479K
3
+$471K
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$466K
5
OVV icon
Ovintiv
OVV
+$459K

Sector Composition

1 Financials 5.84%
2 Technology 5.18%
3 Healthcare 5.15%
4 Communication Services 3.46%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
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