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
+$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$376K
3
+$255K
4
SHOP icon
Shopify
SHOP
+$251K
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$201K

Top Sells

1
+$403K
2
+$314K
3
+$226K
4
QDEC icon
FT Vest Growth-100 Buffer ETF December
QDEC
+$183K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$177K

Sector Composition

1 Technology 6.85%
2 Communication Services 6.5%
3 Consumer Discretionary 5.34%
4 Energy 5.12%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 1.12%
7,592
+82
27
$963K 1.07%
25,380
+3
28
$860K 0.96%
26,808
-405
29
$852K 0.95%
3,779
-23
30
$808K 0.9%
4,038
+35
31
$739K 0.83%
5,794
+95
32
$712K 0.79%
18,927
33
$699K 0.78%
19,957
34
$665K 0.74%
18,134
-150
35
$610K 0.68%
12,307
+70
36
$585K 0.65%
7,698
+23
37
$568K 0.63%
3,137
-97
38
$567K 0.63%
3,412
-94
39
$544K 0.61%
+10,385
40
$536K 0.6%
6,645
-32
41
$530K 0.59%
18,542
-30
42
$514K 0.57%
1,603
-426
43
$493K 0.55%
8,934
+321
44
$462K 0.52%
1,270
+4
45
$459K 0.51%
4,008
-62
46
$439K 0.49%
4,217
-149
47
$406K 0.45%
3,112
+6
48
$396K 0.44%
14,414
+663
49
$380K 0.42%
5,818
+43
50
$376K 0.42%
+11,179
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