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
$184M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$1.85M
3 +$1.54M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.47M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.32M

Sector Composition

1 Healthcare 6.79%
2 Technology 6.03%
3 Financials 5.76%
4 Industrials 3.93%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,408
177
-2,822
178
-1,450