PWM
Pinnacle Wealth Management Portfolio holdings
AUM
$120M
1-Year Est. Return
60%
1 Year Est. Return
+60%
AUM
$120M
AUM Growth
+$30.8M
(+35%)
Holding
69
Top Buys
| 1 | +$3.02M | |
| 2 | +$2.94M | |
| 3 | +$2.57M | |
| 4 |
JPMorgan Active Bond ETF
JBND
|
+$2.48M |
| 5 |
American Express
AXP
|
+$2.44M |
Top Sells
| 1 | +$2.81M | |
| 2 | +$1.51M | |
| 3 | +$820K | |
| 4 |
StoneX
SNEX
|
+$759K |
| 5 |
Hackett Group
HCKT
|
+$758K |
Sector Composition
| 1 | Technology | 25.3% |
| 2 | Communication Services | 11.23% |
| 3 | Financials | 9.61% |
| 4 | Consumer Discretionary | 6.22% |
| 5 | Industrials | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
StoneX
SNEX
$5.23B
| – | – |
-9,931
|
|
||
52
The Bancorp
TBBK
$3.29B
| – | – |
-13,670
|
|
||
53
Teladoc Health
TDOC
$1.51B
| – | – |
-55,585
|
|
||
54
Atlassian
TEAM
$40B
| – | – |
-2,266
|
|
||
55
Wingstop
WING
$7.18B
| – | – |
-2,570
|
|
||
56
Williams-Sonoma
WSM
$22.6B
| – | – |
-4,141
|
|
||
57
Zeta Global
ZETA
$4.24B
| – | – |
-39,719
|
|
||
|
SGI
58
Somnigroup International
SGI
$17.7B
| – | – |
-12,232
|
|
||
59
Enova International
ENVA
$2.72B
| – | – |
-6,909
|
|
||
60
Flowserve
FLS
$6.61B
| – | – |
-13,801
|
|
||
61
Frontdoor
FTDR
$4.8B
| – | – |
-13,733
|
|
||
62
OneSpan
OSPN
$576M
| – | – |
-43,725
|
|
||
63
OSI Systems
OSIS
$4.11B
| – | – |
-3,275
|
|
||
64
Pure Storage
PSTG
$30.2B
| – | – |
-10,815
|
|
||
65
QuinStreet
QNST
$816M
| – | – |
-29,976
|
|
||
66
Sprouts Farmers Market
SFM
$10.9B
| – | – |
-4,936
|
|
||
67
Skyward Specialty Insurance
SKWD
$1.87B
| – | – |
-15,489
|
|
||
68
SharkNinja
SN
$13.3B
| – | – |
-6,544
|
|
||
69
AvePoint
AVPT
$2.98B
| – | – |
-42,150
|
|