PWMG
Pinnacle Wealth Management Group Portfolio holdings
AUM
$174M
This Quarter Return
+0.02%
1 Year Return
+15.48%
3 Year Return
+43.18%
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
+$161M
(+1.3%)
Cap. Flow
+$2.97M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
38.63%
Holding
121
New
3
Increased
37
Reduced
29
Closed
5
Top Buys
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$334K |
| 2 |
Newmont
NEM
|
$300K |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$276K |
| 4 |
iShares MBS ETF
MBB
|
$273K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$267K |
Sector Composition
| 1 | Technology | 7.92% |
| 2 | Financials | 5.82% |
| 3 | Materials | 3.19% |
| 4 | Communication Services | 2.6% |
| 5 | Utilities | 1.95% |
