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
$740M
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.31M
3
+$7.5M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.99M
5
AVGO icon
Broadcom
AVGO
+$2.61M

Top Sells

1
+$5.14M
2
+$5.01M
3
+$2.57M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$998K

Sector Composition

1 Technology 13.24%
2 Financials 6.92%
3 Healthcare 6.43%
4 Consumer Staples 5.05%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$270K 0.04%
+5,425
252
$266K 0.04%
2,925
-238
253
$263K 0.04%
+5,379
254
$262K 0.04%
568
+47
255
$260K 0.04%
+1,715
256
$257K 0.03%
3,585
257
$251K 0.03%
+1,816
258
$251K 0.03%
3,745
-961
259
$250K 0.03%
+1,510
260
$250K 0.03%
+3,289
261
$247K 0.03%
1,271
-399
262
$245K 0.03%
4,711
263
$245K 0.03%
14,750
-28,750
264
$241K 0.03%
4,918
+385
265
$241K 0.03%
1,667
-19
266
$240K 0.03%
4,450
+214
267
$239K 0.03%
+5,218
268
$237K 0.03%
+1,800
269
$236K 0.03%
+2,968
270
$236K 0.03%
1,828
271
$233K 0.03%
1,031
+66
272
$232K 0.03%
+690
273
$230K 0.03%
2,615
274
$229K 0.03%
+13,098
275
$228K 0.03%
3,000
9 10
11
12 13