PWM
Pinnacle Wealth Management Portfolio holdings
AUM $88.8M
AUM
$88.8M
AUM Growth
-$1.08M (-1%)
Cap. Flow
+$41.9M
Cap. Flow % of AUM
47.25%
Top 10 Holdings %Top 10 Hldgs %
60.33%
Holding
77
New
42
Increased
4
Reduced
16
Closed
15
Top Buys
| 1 | $15.6M | |
| 2 | $10.2M | |
| 3 | $9.13M | |
| 4 | $855K | |
| 5 | $844K |
Top Sells
| 1 | $2.49M | |
| 2 | $2.05M | |
| 3 | $1.95M | |
| 4 | $1.94M | |
| 5 | $1.86M |
Sector Composition
| 1 | Technology | 26.28% |
| 2 | Consumer Discretionary | 9.52% |
| 3 | Communication Services | 7.13% |
| 4 | Financials | 6.36% |
| 5 | Industrials | 5.47% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -957 | Closed | – | |||
| $0 | 0% | 0 -21,013 | Closed | – |
