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
$104M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$3.14M
2 +$1.08M
3 +$1.01M
4
VV icon
Vanguard Large-Cap ETF
VV
+$840K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$647K

Sector Composition

1 Healthcare 7.44%
2 Technology 6.19%
3 Financials 5.94%
4 Industrials 5.21%
5 Consumer Staples 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,125
102
-26,325
103
-57,375
104
-2,013
105
-4,113