PWMG
Pinnacle Wealth Management Group Portfolio holdings
AUM
$174M
1-Year Return
15.48%
This Quarter Return
+4.64%
1 Year Return
+15.48%
3 Year Return
+43.18%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$2.56M
(+2.3%)
Cap. Flow
-$1.86M
Cap. Flow
% of AUM
-1.61%
Top 10 Holdings %
Top 10 Hldgs %
44.32%
Holding
108
New
6
Increased
26
Reduced
47
Closed
8
Top Buys
Top Sells
| 1 |
Innovator US Equity Ultra Buffer ETF April
UAPR
|
$1.6M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$741K |
| 3 |
Vanguard Utilities ETF
VPU
|
$489K |
| 4 |
Fidelity MSCI Energy Index ETF
FENY
|
$441K |
| 5 |
Schwab US TIPS ETF
SCHP
|
$383K |
Sector Composition
| 1 | Technology | 8.27% |
| 2 | Financials | 6.23% |
| 3 | Industrials | 4.18% |
| 4 | Healthcare | 3.59% |
| 5 | Materials | 3.11% |
