PWMG
Pinnacle Wealth Management Group Portfolio holdings
AUM
$174M
This Quarter Return
+1.75%
1 Year Return
+15.48%
3 Year Return
+43.18%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+9.8%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
7.68%
Top 10 Holdings %
Top 10 Hldgs %
42.67%
Holding
115
New
6
Increased
36
Reduced
27
Closed
10
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$2.47M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.39M |
| 3 |
Innovator US Equity Power Buffer ETF June
PJUN
|
$1.17M |
| 4 |
iShares MBS ETF
MBB
|
$996K |
| 5 |
Innovator Equity Managed Floor ETF
SFLR
|
$893K |
Top Sells
Sector Composition
| 1 | Technology | 8.2% |
| 2 | Financials | 5.09% |
| 3 | Materials | 3.03% |
| 4 | Communication Services | 2.73% |
| 5 | Industrials | 2.36% |
