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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
$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
1726
$4K ﹤0.01%
+40
1727
$4K ﹤0.01%
+63
1728
$4K ﹤0.01%
+186
1729
$4K ﹤0.01%
+434
1730
$4K ﹤0.01%
+355
1731
$4K ﹤0.01%
+53
1732
$4K ﹤0.01%
+61
1733
$4K ﹤0.01%
+45
1734
$4K ﹤0.01%
+26
1735
$4K ﹤0.01%
+85
1736
$4K ﹤0.01%
+206
1737
$4K ﹤0.01%
+72
1738
$4K ﹤0.01%
+89
1739
$4K ﹤0.01%
+48
1740
$4K ﹤0.01%
+284
1741
$4K ﹤0.01%
+50
1742
$4K ﹤0.01%
+41
1743
$4K ﹤0.01%
+144
1744
$4K ﹤0.01%
+37
1745
$4K ﹤0.01%
+4
1746
$4K ﹤0.01%
+94
1747
$4K ﹤0.01%
+29
1748
$4K ﹤0.01%
+134
1749
$4K ﹤0.01%
+51
1750
$4K ﹤0.01%
+295
68 69
70
71 72