PWMAG

Pinnacle Wealth Management Advisory Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$665M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.33M
3
+$3.22M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.95M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.3M

Top Sells

1
+$5.24M
2
+$3.66M
3
+$3.54M
4
MMM icon
3M
MMM
+$1.93M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.69M

Sector Composition

1 Technology 11.32%
2 Financials 7.95%
3 Healthcare 7.92%
4 Consumer Staples 5.59%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$287K 0.04%
2,023
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227
$286K 0.04%
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228
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229
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230
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232
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233
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236
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239
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241
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245
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249
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250
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