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
$665M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.44M
3
+$3.18M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.99M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.33M

Top Sells

1
+$5.21M
2
+$3.62M
3
+$3.53M
4
MMM icon
3M
MMM
+$1.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.74M

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
251
$244K 0.04%
+3,000
252
$242K 0.04%
+4,533
253
$242K 0.04%
+2,146
254
$242K 0.04%
+5,542
255
$240K 0.04%
1,828
+65
256
$239K 0.04%
+3,298
257
$237K 0.04%
4,711
258
$236K 0.04%
3,585
-125
259
$236K 0.04%
1,686
-140
260
$235K 0.04%
+755
261
$233K 0.04%
1,100
+129
262
$231K 0.03%
+1,781
263
$228K 0.03%
+2,982
264
$228K 0.03%
+2,349
265
$226K 0.03%
3,040
-2,399
266
$224K 0.03%
965
-726
267
$223K 0.03%
+3,485
268
$215K 0.03%
+2,615
269
$215K 0.03%
+4,236
270
$214K 0.03%
864
-90
271
$211K 0.03%
1,555
-258
272
$211K 0.03%
+5,637
273
$209K 0.03%
+2,183
274
$206K 0.03%
+4,000
275
$203K 0.03%
+1,046
9 10
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