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
$111M
AUM Growth
+$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$1.04M
3 +$652K
4
VB icon
Vanguard Small-Cap ETF
VB
+$646K
5
AGRX
Agile Therapeutics
AGRX
+$460K

Top Sells

1 +$670K
2 +$393K
3 +$265K
4
KMB icon
Kimberly-Clark
KMB
+$258K
5
HD icon
Home Depot
HD
+$242K

Sector Composition

1 Healthcare 9.42%
2 Industrials 7.4%
3 Financials 6.71%
4 Technology 6.52%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,028
102
-7,151
103
-9,320
104
-3,473