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
$269M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$1.98M
3
+$1.93M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.82M
5
BBIO icon
BridgeBio Pharma
BBIO
+$1.67M

Top Sells

1
+$1.43M
2
+$1.23M
3
+$1.16M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.07M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$981K

Sector Composition

1 Technology 8.56%
2 Healthcare 6.23%
3 Financials 5.8%
4 Consumer Discretionary 3.63%
5 Consumer Staples 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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179
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-4,808
180
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-3,394
181
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-16,765
182
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-7,275
183
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-34,636
184
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-6,340
4 5 6 7
8