PWMG
Pinnacle Wealth Management Group Portfolio holdings
AUM
$195M
1-Year Est. Return
18.67%
1 Year Est. Return
+18.67%
AUM
$195M
AUM Growth
+$20.7M
(+12%)
Holding
131
Top Buys
| 1 | +$5.38M | |
| 2 | +$1.66M | |
| 3 | +$610K | |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$448K |
| 5 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
+$431K |
Top Sells
| 1 | +$4.48M | |
| 2 | +$1.07M | |
| 3 | +$447K | |
| 4 |
Microsoft
MSFT
|
+$125K |
| 5 |
United Parcel Service
UPS
|
+$105K |
Sector Composition
| 1 | Technology | 7.18% |
| 2 | Materials | 6.19% |
| 3 | Financials | 6.14% |
| 4 | Communication Services | 2.43% |
| 5 | Utilities | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Labcorp
LH
$24.2B
| $201K | 0.1% |
+699
|
|
||
|
DVS
127
Dolly Varden Silver Corp
DVS
$410M
| $185K | 0.1% |
37,000
|
|
||
128
Nokia
NOK
$30.7B
| $86.8K | 0.04% |
18,037
|
|
||
129
EVgo
EVGO
$578M
| $68.1K | 0.03% |
14,400
-2,000
|
|
||
130
iShares Core S&P Small-Cap ETF
IJR
$86.1B
| – | – |
-9,765
|
|
||
131
Pacer US Cash Cows 100 ETF
COWZ
$19.3B
| – | – |
-81,287
|
|