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
51
$2.26M 0.53%
68,728
-1,500
52
$2.21M 0.52%
8,109
+32
53
$2.14M 0.5%
50,475
+1,510
54
$2.13M 0.5%
9,016
+490
55
$2.11M 0.49%
6,219
+65
56
$2.06M 0.48%
49,751
+2,420
57
$1.98M 0.46%
95,400
+880
58
$1.95M 0.46%
36,594
-4,229
59
$1.95M 0.45%
5,635
-62
60
$1.94M 0.45%
11,584
-185
61
$1.91M 0.45%
41,052
+900
62
$1.87M 0.44%
11,047
+195
63
$1.83M 0.43%
9,842
64
$1.81M 0.42%
17,773
-1,230
65
$1.77M 0.41%
33,615
+670
66
$1.77M 0.41%
57,330
-7,645
67
$1.77M 0.41%
8,032
+4,132
68
$1.71M 0.4%
7,256
-146
69
$1.71M 0.4%
4,915
+74
70
$1.7M 0.4%
22,615
+9,520
71
$1.6M 0.37%
26,798
+609
72
$1.6M 0.37%
8,750
73
$1.6M 0.37%
10,612
+330
74
$1.59M 0.37%
4,977
-38
75
$1.56M 0.37%
11,720
+200
1 2
3
4 5