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
$83.8M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$694K
3
+$625K
4
AMZN icon
Amazon
AMZN
+$618K
5
GM icon
General Motors
GM
+$615K

Top Sells

1
+$686K
2
+$516K
3
+$473K
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$466K
5
CRM icon
Salesforce
CRM
+$414K

Sector Composition

1 Healthcare 5.91%
2 Technology 5.8%
3 Energy 5.41%
4 Consumer Discretionary 5.31%
5 Communication Services 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$823K 0.98%
7,510
-257
27
$809K 0.97%
27,213
-657
28
$798K 0.95%
4,003
+713
29
$790K 0.94%
3,802
+46
30
$747K 0.89%
51,080
+21,230
31
$672K 0.8%
18,927
+9,747
32
$659K 0.79%
19,957
+10,274
33
$627K 0.75%
5,699
-3,089
34
$615K 0.73%
18,572
+1,591
35
$615K 0.73%
+18,284
36
$605K 0.72%
12,237
+821
37
$576K 0.69%
3,234
+594
38
$547K 0.65%
7,675
+4,176
39
$540K 0.64%
2,029
-70
40
$522K 0.62%
3,506
+315
41
$519K 0.62%
+6,677
42
$470K 0.56%
4,070
+135
43
$456K 0.54%
3,700
+1,448
44
$445K 0.53%
8,613
+3,532
45
$440K 0.53%
1,266
+23
46
$416K 0.5%
3,106
+193
47
$387K 0.46%
4,366
-1,095
48
$384K 0.46%
13,751
+3,864
49
$358K 0.43%
9,093
+687
50
$349K 0.42%
1,505
-34
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