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
351
$51.9K ﹤0.01%
24,386
+296
352
$31K ﹤0.01%
18,020
353
$20.5K ﹤0.01%
12,903
354
$9.19K ﹤0.01%
12,445
355
– –
-1,791
356
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-2,800
357
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-1,175
358
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-2,429
359
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-1,131
360
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-4,259
361
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-13,292
362
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-1,406
363
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-2,241
364
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-1,134
365
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-930
366
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-15,253
367
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-373
368
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-3,327
369
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-276
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