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
$427M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.24M
3
+$1.76M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.27M
5
FL
Foot Locker
FL
+$1.17M

Top Sells

1
+$1.42M
2
+$923K
3
+$917K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$708K
5
LEA icon
Lear
LEA
+$616K

Sector Composition

1 Technology 9.89%
2 Financials 6.35%
3 Healthcare 5.5%
4 Consumer Discretionary 4.62%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.09M 0.96%
31,460
+2,954
27
$3.82M 0.89%
61,829
-5,082
28
$3.63M 0.85%
33,195
-1,097
29
$3.6M 0.84%
71,072
-2,130
30
$3.52M 0.82%
81,734
+1,264
31
$3.37M 0.79%
45,245
+41,620
32
$3.2M 0.75%
8,107
+1,167
33
$3.12M 0.73%
85,329
-11,396
34
$3.02M 0.71%
16,572
+2,719
35
$2.91M 0.68%
11,241
+30
36
$2.86M 0.67%
45,199
+435
37
$2.85M 0.67%
19,433
+16
38
$2.79M 0.65%
51,254
-410
39
$2.71M 0.63%
8,270
-229
40
$2.68M 0.63%
26,626
-564
41
$2.68M 0.63%
19,143
+59
42
$2.63M 0.62%
63,095
+53,590
43
$2.56M 0.6%
10,617
-5
44
$2.52M 0.59%
6,456
-61
45
$2.5M 0.58%
12,771
+225
46
$2.45M 0.57%
52,287
47
$2.4M 0.56%
44,397
-1,602
48
$2.36M 0.55%
27,458
-360
49
$2.32M 0.54%
63,342
+34,847
50
$2.3M 0.54%
23,590
-645
1
2
3 4 5