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
$1.07B
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.94M
3
+$1.35M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M

Top Sells

1
+$1.03M
2
+$858K
3
+$607K
4
PFE icon
Pfizer
PFE
+$600K
5
AAPL icon
Apple
AAPL
+$503K

Sector Composition

1 Technology 15.16%
2 Financials 7.33%
3 Healthcare 4.24%
4 Consumer Discretionary 3.98%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$312K 0.03%
2,091
-17
277
$311K 0.03%
672
+8
278
$308K 0.03%
353
-3
279
$307K 0.03%
2,268
280
$303K 0.03%
6,004
+475
281
$296K 0.03%
5,158
-2,357
282
$294K 0.03%
7,132
283
$292K 0.03%
3,690
-330
284
$291K 0.03%
9,261
285
$286K 0.03%
5,051
+332
286
$283K 0.03%
2,990
-370
287
$283K 0.03%
1,014
+24
288
$279K 0.03%
930
289
$278K 0.03%
+5,525
290
$278K 0.03%
3,675
-246
291
$278K 0.03%
3,246
+10
292
$276K 0.03%
686
-25
293
$275K 0.03%
217
-3
294
$274K 0.03%
966
-14
295
$272K 0.03%
3,245
296
$272K 0.03%
2,598
+63
297
$272K 0.03%
1,070
+37
298
$271K 0.03%
3,735
-770
299
$271K 0.03%
6,443
+121
300
$270K 0.03%
1,209
+3
10 11
12
13 14