PWMG
Pinnacle Wealth Management Group Portfolio holdings
AUM
$174M
This Quarter Return
+7.21%
1 Year Return
+15.48%
3 Year Return
+43.18%
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(+22%)
Cap. Flow
+$22.5M
Cap. Flow
% of AUM
12.88%
Top 10 Holdings %
Top 10 Hldgs %
37.57%
Holding
125
New
20
Increased
36
Reduced
36
Closed
4
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$6.41M |
| 2 |
Agnico Eagle Mines
AEM
|
$2.99M |
| 3 |
Apple
AAPL
|
$2.53M |
| 4 |
Alamos Gold
AGI
|
$1.91M |
| 5 |
Amazon
AMZN
|
$1.44M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$270K |
| 2 |
iShares MBS ETF
MBB
|
$244K |
| 3 |
Union Pacific
UNP
|
$200K |
| 4 |
Exxon Mobil
XOM
|
$175K |
| 5 |
Hecla Mining
HL
|
$157K |
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Financials | 6.25% |
| 3 | Materials | 4.94% |
| 4 | Communication Services | 2.41% |
| 5 | Utilities | 1.97% |
