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
$427M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.24M
3
+$1.76M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.27M
5
FL
Foot Locker
FL
+$1.17M

Top Sells

1
+$1.42M
2
+$923K
3
+$917K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$708K
5
LEA icon
Lear
LEA
+$616K

Sector Composition

1 Technology 9.89%
2 Financials 6.35%
3 Healthcare 5.5%
4 Consumer Discretionary 4.62%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$480K 0.11%
5,620
-1,560
152
$479K 0.11%
4,154
+2,048
153
$477K 0.11%
1,188
+158
154
$419K 0.1%
3,543
155
$409K 0.1%
1,980
156
$405K 0.09%
1,752
+32
157
$402K 0.09%
7,655
+500
158
$392K 0.09%
8,040
+1,850
159
$392K 0.09%
6,430
-302
160
$389K 0.09%
5,925
+125
161
$388K 0.09%
7,441
-6,439
162
$374K 0.09%
4,292
+84
163
$370K 0.09%
2,365
-3,935
164
$363K 0.08%
2,391
165
$361K 0.08%
4,950
+80
166
$358K 0.08%
961
167
$358K 0.08%
3,791
+579
168
$351K 0.08%
2,354
+116
169
$342K 0.08%
1,731
+655
170
$337K 0.08%
2,015
171
$334K 0.08%
11,510
-180
172
$329K 0.08%
1,714
173
$328K 0.08%
1,262
-680
174
$323K 0.08%
12,875
-232
175
$308K 0.07%
414
+2
5 6
7
8 9