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
2126
$1K ﹤0.01%
+74
2127
$1K ﹤0.01%
+104
2128
$1K ﹤0.01%
+7
2129
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+8
2130
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+25
2131
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+94
2132
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+73
2133
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+44
2134
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+143
2135
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+72
2136
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+18
2137
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+54
2138
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+7
2139
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+60
2140
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+17
2141
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+140
2142
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+52
2143
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+253
2144
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+40
2145
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+13
2146
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+11
2147
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+40
2148
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+44
2149
$1K ﹤0.01%
+113
2150
$1K ﹤0.01%
+131