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
2201
$1K ﹤0.01%
+5
2202
$1K ﹤0.01%
+7
2203
$1K ﹤0.01%
+165
2204
$1K ﹤0.01%
+12
2205
$1K ﹤0.01%
+107
2206
$1K ﹤0.01%
+18
2207
$1K ﹤0.01%
+105
2208
$1K ﹤0.01%
+46
2209
$1K ﹤0.01%
+11
2210
$1K ﹤0.01%
+10
2211
$1K ﹤0.01%
+196
2212
$1K ﹤0.01%
+5
2213
$1K ﹤0.01%
+11
2214
$1K ﹤0.01%
+165
2215
$1K ﹤0.01%
+65
2216
$1K ﹤0.01%
+16
2217
$1K ﹤0.01%
+49
2218
$1K ﹤0.01%
+40
2219
$1K ﹤0.01%
+39
2220
$1K ﹤0.01%
+116
2221
$1K ﹤0.01%
+34
2222
$1K ﹤0.01%
+940
2223
$1K ﹤0.01%
+27
2224
$1K ﹤0.01%
+74
2225
$1K ﹤0.01%
+6
87 88
89
90 91