PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $117M
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$6.72M
3
+$5.77M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.83M
5
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$4.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.73%
2 Communication Services 8.02%
3 Healthcare 5.7%
4 Consumer Discretionary 4.2%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$856K 0.96%
+5,528
27
$842K 0.94%
+11,093
28
$806K 0.9%
+3,720
29
$805K 0.9%
+2,286
30
$786K 0.88%
+3,905
31
$759K 0.85%
+4,559
32
$756K 0.84%
+14,206
33
$745K 0.83%
+25,320
34
$739K 0.82%
+19,647
35
$730K 0.81%
+4,380
36
$725K 0.81%
+12,131
37
$719K 0.8%
+16,172
38
$707K 0.79%
+5,177
39
$696K 0.78%
+4,945
40
$694K 0.77%
+2,731
41
$669K 0.75%
+25,117
42
$628K 0.7%
+4,340
43
$621K 0.69%
+24,898
44
$583K 0.65%
+2,650
45
$560K 0.62%
+4,336
46
$551K 0.61%
+12,872
47
$538K 0.6%
+7,564
48
$536K 0.6%
+2,843
49
$528K 0.59%
+10,566
50
$512K 0.57%
+11,894
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