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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
2001
$2K ﹤0.01%
+73
2002
$2K ﹤0.01%
+52
2003
$2K ﹤0.01%
+511
2004
$2K ﹤0.01%
+187
2005
$2K ﹤0.01%
+9
2006
$2K ﹤0.01%
+158
2007
$2K ﹤0.01%
+17
2008
$2K ﹤0.01%
+33
2009
$2K ﹤0.01%
+96
2010
$2K ﹤0.01%
+81
2011
$2K ﹤0.01%
+268
2012
$2K ﹤0.01%
+83
2013
$2K ﹤0.01%
+20
2014
$2K ﹤0.01%
+47
2015
$2K ﹤0.01%
+76
2016
$2K ﹤0.01%
+23
2017
$2K ﹤0.01%
+165
2018
$2K ﹤0.01%
+46
2019
$2K ﹤0.01%
+150
2020
$2K ﹤0.01%
+146
2021
$2K ﹤0.01%
+44
2022
$2K ﹤0.01%
+191
2023
$2K ﹤0.01%
+39
2024
$2K ﹤0.01%
+66
2025
$2K ﹤0.01%
+17
79 80
81
82 83