PWMG
Pinnacle Wealth Management Group Portfolio holdings
AUM
$174M
This Quarter Return
+6.05%
1 Year Return
+15.48%
3 Year Return
+43.18%
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+7.2%)
Cap. Flow
+$2.57M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
37.62%
Holding
121
New
16
Increased
28
Reduced
35
Closed
3
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.79M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$6.58M |
| 3 |
iShares MBS ETF
MBB
|
$6.27M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$6.27M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$4.47M |
Sector Composition
| 1 | Technology | 8.03% |
| 2 | Financials | 5.07% |
| 3 | Materials | 3.79% |
| 4 | Communication Services | 2.63% |
| 5 | Utilities | 2.16% |
