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
$181M
AUM Growth
+$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$572K
2 +$430K
3 +$371K
4
BND icon
Vanguard Total Bond Market
BND
+$340K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$328K

Top Sells

1 +$1.29M
2 +$819K
3 +$726K
4
UPS icon
United Parcel Service
UPS
+$537K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$394K

Sector Composition

1 Financials 6.97%
2 Healthcare 6.15%
3 Technology 5.8%
4 Industrials 4.86%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,595