PWM
Pinnacle Wealth Management Portfolio holdings
AUM
$120M
This Quarter Return
+24.03%
1 Year Return
+60%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$89.8M
AUM Growth
+$89.8M
(+7.4%)
Cap. Flow
+$1.39M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
50.69%
Holding
43
New
7
Increased
7
Reduced
20
Closed
8
Top Buys
| 1 |
Applovin
APP
|
$2.65M |
| 2 |
Arista Networks
ANET
|
$2.6M |
| 3 |
Semler Scientific
SMLR
|
$2.28M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$2.19M |
| 5 |
Strategy Inc Common Stock Class A
MSTR
|
$2.07M |
Top Sells
| 1 |
Palo Alto Networks
PANW
|
$2.46M |
| 2 |
Axon Enterprise
AXON
|
$2.43M |
| 3 |
Kimco Realty
KIM
|
$2.43M |
| 4 |
S&P Global
SPGI
|
$2.28M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
$2.22M |
Sector Composition
| 1 | Technology | 33.3% |
| 2 | Communication Services | 12.75% |
| 3 | Industrials | 10.55% |
| 4 | Consumer Discretionary | 8.42% |
| 5 | Healthcare | 7.3% |
