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
2026
$2K ﹤0.01%
+96
2027
$2K ﹤0.01%
+81
2028
$2K ﹤0.01%
+268
2029
$1K ﹤0.01%
+29
2030
$1K ﹤0.01%
+31
2031
$1K ﹤0.01%
+390
2032
$1K ﹤0.01%
+131
2033
$1K ﹤0.01%
+64
2034
$1K ﹤0.01%
+18
2035
$1K ﹤0.01%
+27
2036
$1K ﹤0.01%
+92
2037
$1K ﹤0.01%
+32
2038
$1K ﹤0.01%
+24
2039
$1K ﹤0.01%
+9
2040
$1K ﹤0.01%
+68
2041
$1K ﹤0.01%
+29
2042
$1K ﹤0.01%
+25
2043
$1K ﹤0.01%
+37
2044
$1K ﹤0.01%
+76
2045
$1K ﹤0.01%
+21
2046
$1K ﹤0.01%
+35
2047
$1K ﹤0.01%
+15
2048
$1K ﹤0.01%
+691
2049
$1K ﹤0.01%
+27
2050
$1K ﹤0.01%
+82
80 81
82
83 84