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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
1901
$2K ﹤0.01%
+141
1902
$2K ﹤0.01%
+35
1903
$2K ﹤0.01%
+69
1904
$2K ﹤0.01%
+178
1905
$2K ﹤0.01%
+50
1906
$2K ﹤0.01%
+128
1907
$2K ﹤0.01%
+30
1908
$2K ﹤0.01%
+113
1909
$2K ﹤0.01%
+57
1910
$2K ﹤0.01%
+5
1911
$2K ﹤0.01%
+35
1912
$2K ﹤0.01%
+101
1913
$2K ﹤0.01%
+141
1914
$2K ﹤0.01%
+149
1915
$2K ﹤0.01%
+46
1916
$2K ﹤0.01%
+10
1917
$2K ﹤0.01%
+16
1918
$2K ﹤0.01%
+95
1919
$2K ﹤0.01%
+154
1920
$2K ﹤0.01%
+31
1921
$2K ﹤0.01%
+81
1922
$2K ﹤0.01%
+26
1923
$2K ﹤0.01%
+50
1924
$2K ﹤0.01%
+62
1925
$2K ﹤0.01%
+77
75 76
77
78 79