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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
2276
$0 ﹤0.01%
+54
2277
$0 ﹤0.01%
+17
2278
$0 ﹤0.01%
+20
2279
– –
0
2280
$0 ﹤0.01%
+14
2281
$0 ﹤0.01%
+71
2282
$0 ﹤0.01%
+9
2283
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+6
2284
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2285
$0 ﹤0.01%
+5
2286
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+1
2287
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2288
$0 ﹤0.01%
+40
2289
$0 ﹤0.01%
+61
2290
$0 ﹤0.01%
+1
2291
$0 ﹤0.01%
+85
2292
$0 ﹤0.01%
+10
2293
$0 ﹤0.01%
+6
2294
– –
0
2295
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2296
$0 ﹤0.01%
+11
2297
$0 ﹤0.01%
+2
2298
$0 ﹤0.01%
+3
2299
$0 ﹤0.01%
+1
2300
– –
-3,185
90 91
92
93 94