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
$87.4M
AUM Growth
-$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$316K
3
+$244K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$242K
5
LLY icon
Eli Lilly
LLY
+$227K

Top Sells

1
+$1.59M
2
+$906K
3
+$353K
4
NVDA icon
NVIDIA
NVDA
+$237K
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$228K

Sector Composition

1 Communication Services 7%
2 Technology 6.25%
3 Energy 5.6%
4 Consumer Discretionary 5.47%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$988K 1.13%
6,702
-2,392
27
$983K 1.12%
25,385
+3
28
$957K 1.09%
4,603
+11
29
$916K 1.05%
31,192
+4,348
30
$809K 0.93%
29,548
+906
31
$731K 0.84%
12,506
+1,120
32
$728K 0.83%
18,726
-200
33
$718K 0.82%
3,652
-127
34
$707K 0.81%
9,024
+1,022
35
$663K 0.76%
4,444
+540
36
$604K 0.69%
5,436
+39
37
$583K 0.67%
11,729
-678
38
$541K 0.62%
4,100
-25
39
$519K 0.59%
1,449
+12
40
$498K 0.57%
13,631
-6,250
41
$482K 0.55%
9,010
-80
42
$480K 0.55%
3,309
+23
43
$464K 0.53%
4,022
+7
44
$384K 0.44%
1,271
-12
45
$379K 0.43%
14,335
+539
46
$378K 0.43%
10,728
-450
47
$364K 0.42%
3,954
-458
48
$359K 0.41%
1,434
-17
49
$345K 0.39%
27,765
+1,557
50
$330K 0.38%
1,208
+103
1
2
3