PWPS

Pinnacle Wealth Planning Services Portfolio holdings

AUM $760M
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.2M
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$1.52M
3
+$1.38M
4
BBHY icon
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
+$1.33M
5
DWM icon
WisdomTree International Equity Fund
DWM
+$1.31M

Top Sells

1
+$4.73M
2
+$1.17M
3
+$986K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$948K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$928K

Sector Composition

1 Financials 12.8%
2 Technology 10.24%
3 Healthcare 8.82%
4 Communication Services 7.07%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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186
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