PWM
Pinnacle Wealth Management Portfolio holdings
AUM
$120M
This Quarter Return
+7.96%
1 Year Return
+60%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$83.6M
AUM Growth
+$83.6M
(+4.6%)
Cap. Flow
+$2.56M
Cap. Flow
% of AUM
3.05%
Top 10 Holdings %
Top 10 Hldgs %
48.74%
Holding
49
New
8
Increased
7
Reduced
20
Closed
13
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$12.3M |
| 2 |
Palantir
PLTR
|
$2.49M |
| 3 |
Axon Enterprise
AXON
|
$2.46M |
| 4 |
Kimco Realty
KIM
|
$2.43M |
| 5 |
S&P Global
SPGI
|
$2.28M |
Top Sells
| 1 |
Salesforce
CRM
|
$2.59M |
| 2 |
Marathon Petroleum
MPC
|
$2.06M |
| 3 |
NVIDIA
NVDA
|
$1.8M |
| 4 |
ServiceNow
NOW
|
$1.67M |
| 5 |
Deckers Outdoor
DECK
|
$1.6M |
Sector Composition
| 1 | Technology | 31.7% |
| 2 | Industrials | 12.79% |
| 3 | Communication Services | 9.52% |
| 4 | Healthcare | 8.78% |
| 5 | Financials | 8.04% |
