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
276
$226K 0.03%
1,059
+13
277
$226K 0.03%
+3,873
278
$223K 0.03%
+4,495
279
$223K 0.03%
+4,451
280
$223K 0.03%
+3,768
281
$221K 0.03%
+700
282
$216K 0.03%
+13,410
283
$215K 0.03%
1,882
-418
284
$214K 0.03%
+1,891
285
$213K 0.03%
+3,207
286
$213K 0.03%
+3,528
287
$211K 0.03%
+307
288
$211K 0.03%
3,386
+161
289
$211K 0.03%
+3,440
290
$209K 0.03%
+662
291
$208K 0.03%
+924
292
$208K 0.03%
+2,942
293
$207K 0.03%
6,085
294
$207K 0.03%
866
+2
295
$205K 0.03%
+56,103
296
$205K 0.03%
+1,072
297
$204K 0.03%
5,913
+276
298
$204K 0.03%
+2,463
299
$203K 0.03%
+4,477
300
$202K 0.03%
+970
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