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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
$97.2M
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$1.57M
3
+$1.38M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$1.35M
5
BBHY icon
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
+$1.35M

Top Sells

1
+$4.74M
2
+$1.2M
3
+$999K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$977K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$938K

Sector Composition

1 Financials 12.8%
2 Technology 10.24%
3 Healthcare 8.21%
4 Communication Services 7.07%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-21,340
177
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178
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-2,322
179
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-1,114
180
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-76
181
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-441
182
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-11,912
183
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-8,494
184
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185
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-3,970
4 5 6 7
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