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
$206M
AUM Growth
-$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$6.27M
2 +$3.29M
3 +$2.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.31M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.34M

Top Sells

1 +$4M
2 +$3.77M
3 +$2.26M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.95M
5
LYB icon
LyondellBasell Industries
LYB
+$1.84M

Sector Composition

1 Technology 7.83%
2 Financials 6.05%
3 Healthcare 5.95%
4 Consumer Staples 3.76%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-10,800