PWMAG
Pinnacle Wealth Management Advisory Group Portfolio holdings
AUM
$1.33B
1-Year Est. Return
17.32%
1 Year Est. Return
+17.32%
AUM
$1.2B
AUM Growth
+$133M
(+12%)
Holding
394
Top Buys
| 1 | +$17.2M | |
| 2 | +$2.1M | |
| 3 | +$1.78M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$1.64M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.43M |
Top Sells
| 1 | +$922K | |
| 2 | +$540K | |
| 3 | +$507K | |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
+$478K |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$441K |
Sector Composition
| 1 | Technology | 14.84% |
| 2 | Financials | 7.17% |
| 3 | Healthcare | 3.73% |
| 4 | Consumer Discretionary | 3.64% |
| 5 | Communication Services | 3.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
376
iShares Short Maturity Bond ETF
NEAR
$3.77B
| – | – |
-9,389
|
|
||
377
PACCAR
PCAR
$59.8B
| – | – |
-2,341
|
|
||
378
Prudential Financial
PRU
$41.2B
| – | – |
-2,108
|
|
||
379
Qorvo
QRVO
$8.16B
| – | – |
-4,102
|
|
||
380
Telos
TLS
$458M
| – | – |
-18,615
|
|
||
381
Uranium Energy
UEC
$6.49B
| – | – |
-14,665
|
|
||
382
Vanguard Total World Stock ETF
VT
$58.9B
| – | – |
-1,935
|
|
||
383
Xylem
XYL
$34B
| – | – |
-3,587
|
|
||
384
United Parks & Resorts
PRKS
$2.03B
| – | – |
-4,500
|
|