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
$145M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$653K
3 +$595K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$487K
5
GM icon
General Motors
GM
+$423K

Sector Composition

1 Healthcare 6.38%
2 Financials 6.24%
3 Technology 5.59%
4 Industrials 5.15%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$193K 0.13%
12,990
+490
127
$32K 0.02%
5
128
-4,550
129
-4,491
130
-6,763