PWA
Pinnacle Wealth Advisors Portfolio holdings
AUM
$2.47B
1 Year Est. Return
–
AUM
$2.47B
AUM Growth
–
Holding
463
Top Buys
| 1 | +$138M | |
| 2 | +$93.2M | |
| 3 | +$74M | |
| 4 |
Microsoft
MSFT
|
+$70.6M |
| 5 |
Pinnacle Financial Partners
PNFP
|
+$58.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 12.83% |
| 2 | Technology | 10.2% |
| 3 | Healthcare | 8.63% |
| 4 | Industrials | 7.05% |
| 5 | Consumer Discretionary | 5.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Nuveen Floating Rate Income Fund
JFR
$1.25B
| $13K | ﹤0.01% |
+1,280
|
|
||
452
Viatris
VTRS
$13.7B
| $13K | ﹤0.01% |
+931
|
|
||
|
DBL
453
DoubleLine Opportunistic Credit Fund
DBL
$299M
| $8K | ﹤0.01% |
+378
|
|
||
454
Flowers Foods
FLO
$2.31B
| $5K | ﹤0.01% |
+200
|
|
||
455
Church & Dwight Co
CHD
$20.4B
| $4K | ﹤0.01% |
+48
|
|
||
456
New Jersey Resources
NJR
$4.67B
| $4K | ﹤0.01% |
+100
|
|
||
457
Liberty Global Class A
LBTYA
$3.77B
| $3K | ﹤0.01% |
+95
|
|
||
458
Realty Income
O
$51.8B
| $3K | ﹤0.01% |
+46
|
|
||
459
Black Hills Corp
BKH
$5.09B
| $2K | ﹤0.01% |
+37
|
|
||
460
Gilead Sciences
GILD
$154B
| $1K | ﹤0.01% |
+17
|
|
||
461
Nucor
NUE
$36.4B
| $1K | ﹤0.01% |
+6
|
|
||
462
Organon & Co
OGN
$1.78B
| $1K | ﹤0.01% |
+38
|
|