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
176
$208K 0.06%
+961
177
– –
-12,150
178
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-10,980
179
– –
-15,740
180
– –
-525
181
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-1,475
182
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-800
183
– –
-2,091
4 5 6 7
8