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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
1876
$3K ﹤0.01%
+171
1877
$3K ﹤0.01%
+69
1878
$3K ﹤0.01%
+538
1879
$3K ﹤0.01%
+77
1880
$3K ﹤0.01%
+18
1881
$3K ﹤0.01%
+14
1882
$3K ﹤0.01%
+65
1883
$3K ﹤0.01%
+13
1884
$3K ﹤0.01%
+15
1885
$3K ﹤0.01%
+39
1886
$3K ﹤0.01%
+226
1887
$3K ﹤0.01%
+386
1888
$3K ﹤0.01%
+194
1889
$2K ﹤0.01%
+57
1890
$2K ﹤0.01%
+9
1891
$2K ﹤0.01%
+282
1892
$2K ﹤0.01%
+93
1893
$2K ﹤0.01%
+38
1894
$2K ﹤0.01%
+41
1895
$2K ﹤0.01%
+138
1896
$2K ﹤0.01%
+118
1897
$2K ﹤0.01%
+160
1898
$2K ﹤0.01%
+21
1899
$2K ﹤0.01%
+56
1900
$2K ﹤0.01%
+15
74 75
76
77 78