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
$88.8M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$10.2M
3 +$9.13M
4
ESE icon
ESCO Technologies
ESE
+$855K
5
OKTA icon
Okta
OKTA
+$844K

Top Sells

1 +$12.1M
2 +$2.91M
3 +$2.49M
4
CAT icon
Caterpillar
CAT
+$2.33M
5
SMLR icon
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
XLK icon
76
Technology Select Sector SPDR Fund
XLK
$93.7B
-957
XYZ
77
Block Inc
XYZ
$45.8B
-21,013