PWMAG
Pinnacle Wealth Management Advisory Group Portfolio holdings
AUM
$1.2B
This Quarter Return
+2.39%
1 Year Return
+15.72%
3 Year Return
+62.35%
5 Year Return
+96.96%
10 Year Return
+177.24%
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.55%
Holding
101
New
101
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$6.82M |
| 2 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$4.74M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$4.69M |
| 4 |
Johnson & Johnson
JNJ
|
$3.97M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$3.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 9.18% |
| 2 | Industrials | 7.94% |
| 3 | Financials | 7.39% |
| 4 | Technology | 7.04% |
| 5 | Consumer Staples | 5.29% |
