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
76
$566K 0.39%
9,455
+675
77
$528K 0.37%
3,220
-135
78
$510K 0.35%
12,335
-215
79
$503K 0.35%
12,995
+1,570
80
$499K 0.35%
4,401
+151
81
$467K 0.32%
4,176
+130
82
$465K 0.32%
3,854
83
$434K 0.3%
8,743
84
$423K 0.29%
17,595
-753
85
$423K 0.29%
+11,960
86
$395K 0.27%
6,508
-136
87
$387K 0.27%
4,245
+475
88
$380K 0.26%
7,330
+5
89
$378K 0.26%
3,485
90
$363K 0.25%
1,530
+480
91
$360K 0.25%
8,275
92
$356K 0.25%
7,630
-1,410
93
$350K 0.24%
10,225
+1,150
94
$350K 0.24%
10,356
-530
95
$345K 0.24%
2,475
96
$340K 0.24%
2,525
+140
97
$325K 0.22%
8,970
+960
98
$312K 0.22%
6,195
+500
99
$309K 0.21%
3,680
+850
100
$297K 0.21%
2,385
+50
2 3
4
5 6