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
$156M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$8.23M
3
+$5.49M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.32M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.21M

Top Sells

1
+$666K
2
+$656K
3
+$479K
4
BIDU icon
Baidu
BIDU
+$471K
5
OVV icon
Ovintiv
OVV
+$459K

Sector Composition

1 Financials 5.84%
2 Technology 5.18%
3 Healthcare 5.15%
4 Communication Services 3.46%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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