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
$139M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$884K
2 +$502K
3 +$366K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$362K
5
MDT icon
Medtronic
MDT
+$341K

Sector Composition

1 Financials 6.47%
2 Healthcare 6.19%
3 Technology 5.74%
4 Industrials 5.08%
5 Consumer Staples 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,380