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
$694M
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1 +$9.44M
2 +$7.53M
3 +$6.65M
4
VV icon
Vanguard Large-Cap ETF
VV
+$6.58M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.24M

Top Sells

1 +$2.09M
2 +$1.9M
3 +$992K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$963K
5
CF icon
CF Industries
CF
+$512K

Sector Composition

1 Technology 13.13%
2 Financials 7.95%
3 Healthcare 6.34%
4 Consumer Staples 5.19%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-7,240
277
-7,512
278
-455
279
-2,561