PWPS

Pinnacle Wealth Planning Services Portfolio holdings

AUM $853M
1-Year Est. Return 16.34%
This Quarter Est. Return
1 Year Est. Return
+16.34%
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
+$6.17M
2
+$2.52M
3
+$2.43M
4
T icon
AT&T
T
+$1.88M
5
SHW icon
Sherwin-Williams
SHW
+$1.05M

Top Sells

1
+$2.57M
2
+$1.27M
3
+$744K
4
NDSN icon
Nordson
NDSN
+$372K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$367K

Sector Composition

1 Technology 10.81%
2 Energy 8.16%
3 Financials 7.33%
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%
+146
1852
$3K ﹤0.01%
+51
1853
$3K ﹤0.01%
+70
1854
$3K ﹤0.01%
+139
1855
$3K ﹤0.01%
+14
1856
$3K ﹤0.01%
+233
1857
$3K ﹤0.01%
+169
1858
$3K ﹤0.01%
+105
1859
$3K ﹤0.01%
+12
1860
$3K ﹤0.01%
+77
1861
$3K ﹤0.01%
+78
1862
$3K ﹤0.01%
+35
1863
$3K ﹤0.01%
+102
1864
$3K ﹤0.01%
+156
1865
$3K ﹤0.01%
+11
1866
$3K ﹤0.01%
+27
1867
$3K ﹤0.01%
+378
1868
$3K ﹤0.01%
+97
1869
$3K ﹤0.01%
+109
1870
$3K ﹤0.01%
+39
1871
$3K ﹤0.01%
+226
1872
$3K ﹤0.01%
+386
1873
$3K ﹤0.01%
+194
1874
$3K ﹤0.01%
+13
1875
$3K ﹤0.01%
+154
73 74
75
76 77