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
76
$1.56M 0.37%
7,339
-413
77
$1.49M 0.35%
25,206
-354
78
$1.45M 0.34%
56,664
-2,220
79
$1.38M 0.32%
35,650
80
$1.35M 0.32%
12,238
+275
81
$1.34M 0.31%
12,153
82
$1.33M 0.31%
28,527
83
$1.32M 0.31%
18,745
+15,725
84
$1.31M 0.31%
11,858
+172
85
$1.26M 0.29%
50,308
-4,200
86
$1.24M 0.29%
5,554
-543
87
$1.23M 0.29%
5,497
-55
88
$1.23M 0.29%
40,008
-2,150
89
$1.2M 0.28%
9,002
-251
90
$1.17M 0.27%
+25,600
91
$1.17M 0.27%
36,825
+23,300
92
$1.16M 0.27%
5,917
93
$1.14M 0.27%
67,875
-400
94
$1.13M 0.26%
11,075
-330
95
$1.07M 0.25%
5,261
-15
96
$1.06M 0.25%
9,106
97
$988K 0.23%
+13,917
98
$976K 0.23%
1,599
-144
99
$969K 0.23%
22,410
100
$967K 0.23%
9,528
+315
2 3
4
5 6