PWM

Pinnacle Wealth Management Portfolio holdings

AUM $120M
1-Year Est. Return 60%
This Quarter Est. Return
1 Year Est. Return
+60%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83M
AUM Growth
+$632K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.84M
3
+$1.78M
4
LIN icon
Linde
LIN
+$1.77M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.68M

Top Sells

1
+$4.81M
2
+$3.67M
3
+$2.09M
4
GD icon
General Dynamics
GD
+$1.76M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.76M

Sector Composition

1 Technology 19.09%
2 Energy 9.41%
3 Consumer Discretionary 8.54%
4 Consumer Staples 6.32%
5 Financials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-53,575
52
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-8,308
53
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54
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-9,197
55
– –
-11,832
56
– –
-13,410
57
– –
-2,559
58
– –
-3,539
59
– –
-61,866
60
– –
-3,395
61
– –
-878,360
1 2
3