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
$145M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$653K
3
+$595K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$487K
5
GM icon
General Motors
GM
+$423K

Top Sells

1
+$3.69M
2
+$772K
3
+$303K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$296K
5
QCOM icon
Qualcomm
QCOM
+$293K

Sector Composition

1 Healthcare 6.38%
2 Financials 6.24%
3 Technology 5.59%
4 Industrials 5.15%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$995K 0.69%
15,015
+180
52
$992K 0.69%
2,586
-25
53
$936K 0.65%
5,710
-440
54
$920K 0.64%
23,159
+14,974
55
$907K 0.63%
8,445
-84
56
$876K 0.61%
18,081
-1,520
57
$851K 0.59%
14,440
+210
58
$851K 0.59%
7,813
-2,220
59
$850K 0.59%
13,900
+200
60
$811K 0.56%
16,646
-958
61
$796K 0.55%
11,268
62
$782K 0.54%
13,244
-725
63
$734K 0.51%
4,855
+95
64
$714K 0.49%
10,482
-200
65
$688K 0.48%
9,947
+1,415
66
$682K 0.47%
4,776
-68
67
$673K 0.47%
12,295
+40
68
$664K 0.46%
5,535
+35
69
$653K 0.45%
+5,500
70
$652K 0.45%
10,011
+286
71
$625K 0.43%
7,765
-50
72
$597K 0.41%
5,050
73
$596K 0.41%
5,382
+49
74
$574K 0.4%
5,350
+80
75
$572K 0.4%
4,319
-590
1 2
3
4 5