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
$328M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2M
3
+$1.74M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M
5
AMZN icon
Amazon
AMZN
+$1.38M

Top Sells

1
+$1.36M
2
+$1.36M
3
+$790K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$721K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$680K

Sector Composition

1 Technology 9.53%
2 Financials 6.22%
3 Healthcare 5.45%
4 Consumer Discretionary 4.14%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$285K 0.09%
2,375
+75
152
$282K 0.09%
1,996
-350
153
$281K 0.09%
6,851
+395
154
$277K 0.08%
6,415
-170
155
$272K 0.08%
4,208
-235
156
$272K 0.08%
2,648
157
$271K 0.08%
3,175
-25
158
$263K 0.08%
+5,210
159
$258K 0.08%
3,780
160
$253K 0.08%
1,673
-785
161
$249K 0.08%
+3,317
162
$248K 0.08%
+1,630
163
$246K 0.08%
4,423
164
$239K 0.07%
+6,314
165
$238K 0.07%
950
-65
166
$236K 0.07%
1,014
167
$226K 0.07%
11,890
-350
168
$222K 0.07%
1,648
+113
169
$220K 0.07%
+14,472
170
$219K 0.07%
5,500
-100
171
$214K 0.07%
+8,635
172
$213K 0.06%
394
-8
173
$211K 0.06%
+2,405
174
$210K 0.06%
+3,962
175
$210K 0.06%
+5,875
4 5 6
7
8