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
1951
$2K ﹤0.01%
+17
1952
$2K ﹤0.01%
+43
1953
$2K ﹤0.01%
+21
1954
$2K ﹤0.01%
+157
1955
$2K ﹤0.01%
+15
1956
$2K ﹤0.01%
+15
1957
$2K ﹤0.01%
+288
1958
$2K ﹤0.01%
+25
1959
$2K ﹤0.01%
+24
1960
$2K ﹤0.01%
+122
1961
$2K ﹤0.01%
+106
1962
$2K ﹤0.01%
+26
1963
$2K ﹤0.01%
+57
1964
$2K ﹤0.01%
+50
1965
$2K ﹤0.01%
+26
1966
$2K ﹤0.01%
+52
1967
$2K ﹤0.01%
+52
1968
$2K ﹤0.01%
+46
1969
$2K ﹤0.01%
+38
1970
$2K ﹤0.01%
+85
1971
$2K ﹤0.01%
+35
1972
$2K ﹤0.01%
+157
1973
$2K ﹤0.01%
+28
1974
$2K ﹤0.01%
+162
1975
$2K ﹤0.01%
+9
77 78
79
80 81