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
$89.5M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$413K
3
+$206K
4
MSFT icon
Microsoft
MSFT
+$61.2K
5
SOUN icon
SoundHound AI
SOUN
+$53.2K

Top Sells

1
+$8.62M
2
+$3.61M
3
+$287K
4
NVDA icon
NVIDIA
NVDA
+$256K
5
NFLX icon
Netflix
NFLX
+$183K

Sector Composition

1 Communication Services 8.64%
2 Technology 7.14%
3 Healthcare 6.26%
4 Consumer Discretionary 5.89%
5 Energy 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$936K 1.05%
3,977
+12
27
$889K 0.99%
24,450
-1,016
28
$832K 0.93%
18,681
-300
29
$756K 0.84%
4,314
-427
30
$716K 0.8%
8,715
+140
31
$688K 0.77%
10,452
-133
32
$635K 0.71%
3,948
-155
33
$625K 0.7%
2,417
-410
34
$596K 0.67%
11,935
+440
35
$568K 0.63%
9,494
+755
36
$562K 0.63%
1,263
-48
37
$560K 0.63%
3,977
-36
38
$543K 0.61%
2,777
-60
39
$520K 0.58%
12,841
40
$489K 0.55%
3,934
+6
41
$433K 0.48%
10,526
+800
42
$423K 0.47%
1,217
-20
43
$422K 0.47%
3,155
-241
44
$413K 0.46%
+9,795
45
$398K 0.44%
9,902
-39
46
$355K 0.4%
4,438
-301
47
$352K 0.39%
1,017
-9
48
$334K 0.37%
1,824
49
$322K 0.36%
24,694
-87
50
$306K 0.34%
1,800
1
2
3