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
$1.07B
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.94M
3
+$1.35M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M

Top Sells

1
+$1.03M
2
+$858K
3
+$607K
4
PFE icon
Pfizer
PFE
+$600K
5
AAPL icon
Apple
AAPL
+$503K

Sector Composition

1 Technology 15.16%
2 Financials 7.33%
3 Healthcare 4.24%
4 Consumer Discretionary 3.98%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$486K 0.05%
3,481
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202
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771
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203
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204
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207
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224
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2,640
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5,468
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