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
$177M
AUM Growth
-$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$1.64M
3 +$937K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$816K
5
ELV icon
Elevance Health
ELV
+$761K

Sector Composition

1 Financials 7.07%
2 Technology 6.8%
3 Healthcare 6.37%
4 Industrials 4.79%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,283
152
-10,700
153
-7,870