PWM

Pinnacle Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 36.06%
This Quarter Est. Return
1 Year Est. Return
+36.06%
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
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.76M
5
GD icon
General Dynamics
GD
+$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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-61,866
52
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53
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-7,838
54
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-50,966
55
– –
-53,575
56
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-8,308
57
– –
-6,334
58
– –
-9,197
59
– –
-11,832
60
– –
-6,790
61
– –
-878,360
1 2
3