PWMAG
Pinnacle Wealth Management Advisory Group Portfolio holdings
AUM
$1.2B
1-Year Return
15.72%
This Quarter Return
+5.41%
1 Year Return
+15.72%
3 Year Return
+62.35%
5 Year Return
+96.96%
10 Year Return
+177.24%
AUM
$181M
AUM Growth
+$9.01M
(+5.2%)
Cap. Flow
+$635K
Cap. Flow
% of AUM
0.35%
Top 10 Holdings %
Top 10 Hldgs %
33.84%
Holding
153
New
12
Increased
61
Reduced
58
Closed
4
Top Buys
| 1 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$572K |
| 2 |
Vanguard Small-Cap ETF
VB
|
$430K |
| 3 |
iShares National Muni Bond ETF
MUB
|
$371K |
| 4 |
Vanguard Total Bond Market
BND
|
$340K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$328K |
Top Sells
Sector Composition
| 1 | Financials | 6.97% |
| 2 | Healthcare | 6.15% |
| 3 | Technology | 5.8% |
| 4 | Industrials | 4.86% |
| 5 | Consumer Discretionary | 3.19% |