PWM
Pinnacle Wealth Management Portfolio holdings
AUM
$120M
1-Year Est. Return
60%
1 Year Est. Return
+60%
AUM
$88.8M
AUM Growth
-$1.08M
(-1.2%)
Holding
77
Top Buys
| 1 | +$15.6M | |
| 2 | +$10.2M | |
| 3 | +$9.13M | |
| 4 |
ESCO Technologies
ESE
|
+$855K |
| 5 |
Okta
OKTA
|
+$844K |
Top Sells
| 1 | +$12.1M | |
| 2 | +$2.91M | |
| 3 | +$2.49M | |
| 4 |
Caterpillar
CAT
|
+$2.33M |
| 5 |
Semler Scientific
SMLR
|
+$2.28M |
Sector Composition
| 1 | Technology | 24.73% |
| 2 | Consumer Discretionary | 9.52% |
| 3 | Communication Services | 8.68% |
| 4 | Financials | 6.36% |
| 5 | Industrials | 5.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Technology Select Sector SPDR Fund
XLK
$93.7B
| – | – |
-957
|
|
||
|
XYZ
77
Block Inc
XYZ
$45.8B
| – | – |
-21,013
|
|