PWMG
Pinnacle Wealth Management Group Portfolio holdings
AUM
$174M
This Quarter Return
-4.62%
1 Year Return
+15.48%
3 Year Return
+43.18%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(-5.1%)
Cap. Flow
+$548K
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
45.96%
Holding
120
New
7
Increased
20
Reduced
38
Closed
12
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.85M |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$3.93M |
| 3 |
Vanguard Utilities ETF
VPU
|
$1.35M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.33M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.31M |
Top Sells
Sector Composition
| 1 | Technology | 10.97% |
| 2 | Financials | 6.67% |
| 3 | Healthcare | 4.83% |
| 4 | Industrials | 3.44% |
| 5 | Communication Services | 3.28% |
