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
176
$301K 0.07%
4,143
-5,974
177
$301K 0.07%
4,900
178
$300K 0.07%
2,582
+420
179
$298K 0.07%
6,541
-175
180
$297K 0.07%
2,648
181
$294K 0.07%
2,027
-10
182
$294K 0.07%
9,415
183
$288K 0.07%
3,055
184
$283K 0.07%
8,481
+58
185
$282K 0.07%
1,660
186
$278K 0.07%
945
-5
187
$275K 0.06%
12,040
188
$272K 0.06%
1,683
+10
189
$271K 0.06%
3,309
190
$265K 0.06%
+3,385
191
$262K 0.06%
1,000
192
$253K 0.06%
5,000
193
$245K 0.06%
1,224
194
$245K 0.06%
4,508
195
$242K 0.06%
+2,770
196
$241K 0.06%
6,365
+490
197
$238K 0.06%
3,150
-25
198
$231K 0.05%
5,033
-495
199
$225K 0.05%
13,014
+114
200
$224K 0.05%
6,242
-8,683
5 6 7
8
9