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
2151
$1K ﹤0.01%
+35
2152
$1K ﹤0.01%
+38
2153
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+5
2154
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+13
2155
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+12
2156
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+14
2157
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+42
2158
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+20
2159
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+64
2160
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+24
2161
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+109
2162
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+184
2163
$1K ﹤0.01%
+127
2164
$1K ﹤0.01%
+56
2165
$1K ﹤0.01%
+92
2166
$1K ﹤0.01%
+24
2167
$1K ﹤0.01%
+62
2168
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+1
2169
$1K ﹤0.01%
+15
2170
$1K ﹤0.01%
+20
2171
$1K ﹤0.01%
+71
2172
$1K ﹤0.01%
+13
2173
$1K ﹤0.01%
+87
2174
$1K ﹤0.01%
+14
2175
$1K ﹤0.01%
+33
85 86
87
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