PWMG
Pinnacle Wealth Management Group Portfolio holdings
AUM
$174M
This Quarter Return
+5.67%
1 Year Return
+15.48%
3 Year Return
+43.18%
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.36%
Holding
120
New
120
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$5.94M |
| 2 |
Microsoft
MSFT
|
$5.82M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$5.63M |
| 4 |
Invesco QQQ Trust
QQQ
|
$5.01M |
| 5 |
Apple
AAPL
|
$4.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.22% |
| 2 | Financials | 7.37% |
| 3 | Healthcare | 5.76% |
| 4 | Consumer Discretionary | 4.29% |
| 5 | Industrials | 3.92% |
