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
$82.4M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$9.7M
2 +$2.78M
3 +$1.78M
4
FTV icon
Fortive
FTV
+$1.63M
5
CRM icon
Salesforce
CRM
+$1.46M

Top Sells

1 +$8.2M
2 +$8.19M
3 +$4.92M
4
GRMN icon
Garmin
GRMN
+$1.67M
5
FI icon
Fiserv
FI
+$1.65M

Sector Composition

1 Technology 29.82%
2 Energy 9.54%
3 Communication Services 6.81%
4 Consumer Discretionary 6.23%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,500
52
-26,133
53
-2,897