PWMG

Pinnacle Wealth Management Group Portfolio holdings

AUM $195M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$7.66M
2 +$3.29M
3 +$2.82M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.67M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.41M

Sector Composition

1 Technology 8.07%
2 Financials 5.42%
3 Industrials 3.71%
4 Healthcare 2.89%
5 Communication Services 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-655
102
-26,517
103
-16,368
104
-1
105
-8,085