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
$135M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.17%
2 Financials 5.56%
3 Industrials 3.01%
4 Materials 2.97%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$205K 0.15%
415
102
$204K 0.15%
+4,059
103
$203K 0.15%
15,293
104
$195K 0.14%
11,700
105
$152K 0.11%
43,037
-23,000
106
$136K 0.1%
28,267
+17
107
$132K 0.1%
14,836
+3,336
108
$60.5K 0.04%
24,100
109
$26.8K 0.02%
20,000
110
-53,646
111
-7,242
112
-33,392
113
-6,300