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
$120M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.94M
3
+$2.57M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$2.48M
5
AXP icon
American Express
AXP
+$2.44M

Top Sells

1
+$2.81M
2
+$1.51M
3
+$820K
4
SNEX icon
StoneX
SNEX
+$759K
5
HCKT icon
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
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