PWM
Pinnacle Wealth Management Portfolio holdings
AUM
$148M
1-Year Est. Return
69.15%
1 Year Est. Return
+69.15%
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
QuinStreet
QNST
$808M
| – | – |
-29,976
|
|
||
52
Pure Storage
PSTG
$29.1B
| – | – |
-10,815
|
|
||
53
OSI Systems
OSIS
$4.81B
| – | – |
-3,275
|
|
||
54
OneSpan
OSPN
$489M
| – | – |
-43,725
|
|
||
55
IonQ
IONQ
$18B
| – | – |
-21,017
|
|
||
|
56
Hackett Group
HCKT
$503M
| – | – |
-25,957
|
|
||
57
Globus Medical
GMED
$11.3B
| – | – |
-9,076
|
|
||
58
GCM Grosvenor
GCMG
$606M
| – | – |
-54,375
|
|
||
59
Frontdoor
FTDR
$3.7B
| – | – |
-13,733
|
|
||
60
Flowserve
FLS
$8.89B
| – | – |
-13,801
|
|
||
61
Enova International
ENVA
$3.2B
| – | – |
-6,909
|
|
||
62
Doximity
DOCS
$9.59B
| – | – |
-10,015
|
|
||
63
DigitalOcean
DOCN
$4.43B
| – | – |
-16,647
|
|
||
64
Commault Systems
CVLT
$5.63B
| – | – |
-4,325
|
|
||
65
Crane Co
CR
$11B
| – | – |
-4,277
|
|
||
66
Dutch Bros
BROS
$7.32B
| – | – |
-8,659
|
|
||
67
Armstrong World Industries
AWI
$8.13B
| – | – |
-4,388
|
|
||
68
AvePoint
AVPT
$2.85B
| – | – |
-42,150
|
|
||
69
Atlanticus Holdings
ATLC
$794M
| – | – |
-13,263
|
|