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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
2301
$0 ﹤0.01%
+9
2302
$0 ﹤0.01%
+14
2303
$0 ﹤0.01%
+4
2304
$0 ﹤0.01%
+2
2305
$0 ﹤0.01%
+7
2306
$0 ﹤0.01%
+31
2307
$0 ﹤0.01%
+55
2308
$0 ﹤0.01%
+7
2309
$0 ﹤0.01%
+3
2310
$0 ﹤0.01%
+8
2311
$0 ﹤0.01%
+3
2312
$0 ﹤0.01%
+3
2313
$0 ﹤0.01%
+38
2314
$0 ﹤0.01%
+9
2315
$0 ﹤0.01%
+103
2316
$0 ﹤0.01%
+7
2317
$0 ﹤0.01%
+2
2318
$0 ﹤0.01%
+9
2319
$0 ﹤0.01%
+24
2320
$0 ﹤0.01%
+8
2321
$0 ﹤0.01%
+6
2322
$0 ﹤0.01%
+4
2323
$0 ﹤0.01%
+15
2324
$0 ﹤0.01%
+4
2325
$0 ﹤0.01%
+14
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