PWMAG

Pinnacle Wealth Management Advisory Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 17.32%
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.8M
3
+$1.77M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.68M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.67M

Top Sells

1
+$2.4M
2
+$457K
3
+$445K
4
META icon
Meta Platforms (Facebook)
META
+$393K
5
NVDA icon
NVIDIA
NVDA
+$373K

Sector Composition

1 Technology 14.37%
2 Financials 6.64%
3 Healthcare 6.2%
4 Consumer Staples 4.66%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$323K 0.04%
+3,115
227
$318K 0.04%
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228
$317K 0.04%
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-139
229
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230
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1,184
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232
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233
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234
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235
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236
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237
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238
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239
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240
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3,379
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241
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243
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244
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245
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246
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247
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719
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248
$280K 0.03%
3,095
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249
$278K 0.03%
+3,521
250
$276K 0.03%
1,715
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10
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