PWM
Pinnacle Wealth Management Portfolio holdings
AUM
$148M
1-Year Est. Return
38.41%
This Fund
S&P 500
1 Year Est. Return
+38.41%
AUM
$148M
AUM Growth
-$18.4K
(-0.01%)
Holding
42
Top Buys
| 1 | +$14.8M | |
| 2 | +$13.4M | |
| 3 | +$13.4M | |
| 4 |
GRNJ
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
|
+$8.4M |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$6.59M |
Top Sells
| 1 | +$8.72M | |
| 2 | +$2.96M | |
| 3 | +$2.95M | |
| 4 |
Robinhood
HOOD
|
+$2.52M |
| 5 |
Carvana
CVNA
|
+$2.35M |
Sector Composition
| 1 | Technology | 7.4% |
| 2 | Communication Services | 4.03% |
| 3 | Consumer Discretionary | 2.35% |
| 4 | Industrials | 2.22% |
| 5 | Financials | 1.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
GE Vernova
GEV
$251B
| – | – |
-2,741
|
|
||
|
BMNR
27
BitMine Immersion Technologies
BMNR
$9.06B
| – | – |
-40,010
|
|
||
28
Axon Enterprise
AXON
$39.2B
| – | – |
-3,782
|
|
||
29
American Express
AXP
$212B
| – | – |
-7,966
|
|
||
30
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.32B
| – | – |
-4,820
|
|
||
|
31
Carvana
CVNA
$47.6B
| – | – |
-27,870
|
|
||
32
Deere & Co
DE
$157B
| – | – |
-3,970
|
|
||
33
Goldman Sachs
GS
$306B
| – | – |
-2,518
|
|
||
34
Hims & Hers Health
HIMS
$6.06B
| – | – |
-39,641
|
|
||
|
35
Robinhood
HOOD
$74.3B
| – | – |
-22,315
|
|
||
36
Interactive Brokers
IBKR
$37.6B
| – | – |
-13,526
|
|
||
37
Kratos Defense & Security Solutions
KTOS
$11B
| – | – |
-21,657
|
|
||
38
Strategy Inc
MSTR
$42.4B
| – | – |
-6,982
|
|
||
39
Netflix
NFLX
$346B
| – | – |
-18,985
|
|
||
40
SoFi Technologies
SOFI
$20.6B
| – | – |
-71,127
|
|
||
41
Spotify
SPOT
$102B
| – | – |
-2,361
|
|
||
42
Vistra
VST
$50.2B
| – | – |
-9,066
|
|