PPW
Pinnacle Private Wealth Portfolio holdings
AUM
$256M
This Quarter Return
-14.83%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$256M
AUM Growth
+$256M
(-20%)
Cap. Flow
-$13.9M
Cap. Flow
% of AUM
-5.43%
Top 10 Holdings %
Top 10 Hldgs %
28.55%
Holding
317
New
19
Increased
121
Reduced
103
Closed
46
Top Buys
| 1 |
Amazon
AMZN
|
$2.28M |
| 2 |
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
|
$1.35M |
| 3 |
Microsoft
MSFT
|
$1.25M |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$874K |
| 5 |
Tesla
TSLA
|
$722K |
Top Sells
Sector Composition
| 1 | Technology | 17.7% |
| 2 | Consumer Discretionary | 6.07% |
| 3 | Consumer Staples | 4.17% |
| 4 | Financials | 4.09% |
| 5 | Communication Services | 3.38% |
