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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
2226
$1K ﹤0.01%
+113
2227
$1K ﹤0.01%
+35
2228
$1K ﹤0.01%
+38
2229
$1K ﹤0.01%
+19
2230
$1K ﹤0.01%
+15
2231
$1K ﹤0.01%
+11
2232
$1K ﹤0.01%
+74
2233
$1K ﹤0.01%
+6
2234
$1K ﹤0.01%
+44
2235
$0 ﹤0.01%
+73
2236
$0 ﹤0.01%
+4
2237
– –
0
2238
$0 ﹤0.01%
+10
2239
$0 ﹤0.01%
+8
2240
$0 ﹤0.01%
+3
2241
$0 ﹤0.01%
+4
2242
$0 ﹤0.01%
+9
2243
$0 ﹤0.01%
+4
2244
$0 ﹤0.01%
+5
2245
$0 ﹤0.01%
+3
2246
$0 ﹤0.01%
+2
2247
$0 ﹤0.01%
+9
2248
$0 ﹤0.01%
+2
2249
$0 ﹤0.01%
+5
2250
$0 ﹤0.01%
+6
88 89
90
91 92