PWMAG
Pinnacle Wealth Management Advisory Group Portfolio holdings
AUM
$1.2B
This Quarter Return
-17.33%
1 Year Return
+15.72%
3 Year Return
+62.35%
5 Year Return
+96.96%
10 Year Return
+177.24%
AUM
$206M
AUM Growth
+$206M
(-23%)
Cap. Flow
-$12.8M
Cap. Flow
% of AUM
-6.21%
Top 10 Holdings %
Top 10 Hldgs %
32.46%
Holding
208
New
17
Increased
65
Reduced
66
Closed
45
Top Buys
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$6.27M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.29M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.51M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.31M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.34M |
Top Sells
Sector Composition
| 1 | Technology | 7.83% |
| 2 | Financials | 6.05% |
| 3 | Healthcare | 5.95% |
| 4 | Consumer Staples | 3.76% |
| 5 | Communication Services | 3.74% |
