PWMG
Pinnacle Wealth Management Group Portfolio holdings
AUM
$174M
This Quarter Return
+1.55%
1 Year Return
+15.48%
3 Year Return
+43.18%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(-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
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$5.74M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$4.61M |
| 3 |
Apple
AAPL
|
$3.54M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$2.26M |
| 5 |
Agnico Eagle Mines
AEM
|
$1.91M |
Sector Composition
| 1 | Financials | 5.76% |
| 2 | Technology | 5% |
| 3 | Communication Services | 2.94% |
| 4 | Utilities | 2.04% |
| 5 | Materials | 1.93% |
