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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
1851
$3K ﹤0.01%
+156
1852
$3K ﹤0.01%
+11
1853
$3K ﹤0.01%
+27
1854
$3K ﹤0.01%
+378
1855
$3K ﹤0.01%
+97
1856
$3K ﹤0.01%
+109
1857
$3K ﹤0.01%
+32
1858
$3K ﹤0.01%
+50
1859
$3K ﹤0.01%
+13
1860
$3K ﹤0.01%
+154
1861
$3K ﹤0.01%
+24
1862
$3K ﹤0.01%
+116
1863
$3K ﹤0.01%
+70
1864
$3K ﹤0.01%
+95
1865
$3K ﹤0.01%
+96
1866
$3K ﹤0.01%
+219
1867
$3K ﹤0.01%
+174
1868
$3K ﹤0.01%
+106
1869
$3K ﹤0.01%
+56
1870
$3K ﹤0.01%
+261
1871
$3K ﹤0.01%
+28
1872
$3K ﹤0.01%
+115
1873
$3K ﹤0.01%
+520
1874
$3K ﹤0.01%
+79
1875
$3K ﹤0.01%
+66
73 74
75
76 77