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
$85.8M
AUM Growth
-$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.55M
3
+$1.45M
4
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$1.04M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$885K

Top Sells

1
+$1.26M
2
+$1.18M
3
+$756K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$725K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$583K

Sector Composition

1 Technology 9.13%
2 Communication Services 7.16%
3 Healthcare 5.75%
4 Consumer Discretionary 4.18%
5 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$799K 0.93%
4,651
+92
27
$782K 0.91%
28,680
+3,360
28
$781K 0.91%
15,679
-11,713
29
$777K 0.91%
4,060
+155
30
$766K 0.89%
20,440
+940
31
$750K 0.87%
4,600
+220
32
$746K 0.87%
25,377
+260
33
$735K 0.86%
19,639
-8
34
$735K 0.86%
5,260
+920
35
$677K 0.79%
11,177
+84
36
$674K 0.79%
16,351
+179
37
$673K 0.78%
4,931
-246
38
$644K 0.75%
9,520
+560
39
$607K 0.71%
2,860
+129
40
$590K 0.69%
12,881
+9
41
$585K 0.68%
4,947
+2
42
$545K 0.64%
2,685
+35
43
$446K 0.52%
11,780
44
$443K 0.52%
1,239
+48
45
$373K 0.43%
1,076
46
$372K 0.43%
7,306
+6
47
$362K 0.42%
1,573
-70
48
$355K 0.41%
1,800
49
$355K 0.41%
7,161
+459
50
$351K 0.41%
2,587
+373
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