PWMG
Pinnacle Wealth Management Group Portfolio holdings
AUM $143M
This Quarter Return
+1.55%
1 Year Return
+9.6%
3 Year Return
+18.38%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
-$17.2M (-11%)
Cap. Flow
-$18M
Cap. Flow % of AUM
-12.55%
Top 10 Holdings %Top 10 Hldgs %
40.64%
Holding
126
New
10
Increased
26
Reduced
44
Closed
21
Top Buys
| 1 | $4.17M | |
| 2 | $2.34M | |
| 3 | $2.07M | |
| 4 | $671K | |
| 5 | $447K |
Top Sells
| 1 | $5.74M | |
| 2 | $4.61M | |
| 3 | $3.54M | |
| 4 | $2.26M | |
| 5 | $1.91M |
Sector Composition
| 1 | Financials | 5.76% |
| 2 | Technology | 5% |
| 3 | Communication Services | 2.94% |
| 4 | Utilities | 2.04% |
| 5 | Materials | 1.93% |