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
$91.9M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 6.81%
2 Technology 6.03%
3 Healthcare 5.9%
4 Consumer Discretionary 5.18%
5 Energy 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$889K 0.97%
25,127
27
$882K 0.96%
3,965
28
$857K 0.93%
25,466
29
$807K 0.88%
18,981
30
$706K 0.77%
8,575
31
$686K 0.75%
4,741
32
$650K 0.71%
10,585
33
$637K 0.69%
2,827
34
$585K 0.64%
4,013
35
$578K 0.63%
4,103
36
$573K 0.62%
11,495
37
$537K 0.58%
1,311
38
$506K 0.55%
8,739
39
$499K 0.54%
12,841
40
$483K 0.53%
2,837
41
$468K 0.51%
3,928
42
$440K 0.48%
3,396
43
$429K 0.47%
1,237
44
$379K 0.41%
9,726
45
$375K 0.41%
9,941
46
$367K 0.4%
4,739
47
$358K 0.39%
1,439
48
$307K 0.33%
1,824
49
$307K 0.33%
1,026
50
$302K 0.33%
24,781
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