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
$98.7M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$6.33M
3
+$4.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.87M
5
NVDA icon
NVIDIA
NVDA
+$1.86M

Top Sells

1
+$10.9M
2
+$8.62M
3
+$4.07M
4
QJUN icon
FT Vest Growth-100 Buffer ETF June
QJUN
+$3.61M
5
GJUN icon
FT Vest US Equity Moderate Buffer ETF June
GJUN
+$3.29M

Sector Composition

1 Communication Services 9.22%
2 Technology 7.73%
3 Consumer Discretionary 6.1%
4 Healthcare 5.88%
5 Energy 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 1.18%
+26,845
27
$1.16M 1.17%
5,228
-2,967
28
$1.13M 1.14%
22,525
+11,030
29
$998K 1.01%
22,702
-2,764
30
$985K 1%
3,991
+26
31
$954K 0.97%
16,195
+7,456
32
$846K 0.86%
9,912
-673
33
$809K 0.82%
11,249
+7,669
34
$805K 0.82%
16,831
-2,150
35
$743K 0.75%
25,127
36
$720K 0.73%
3,781
-322
37
$688K 0.7%
8,619
+44
38
$667K 0.68%
2,390
-437
39
$663K 0.67%
1,297
-14
40
$609K 0.62%
3,967
-774
41
$609K 0.62%
2,541
-296
42
$606K 0.61%
2,626
-770
43
$594K 0.6%
+6,158
44
$594K 0.6%
1,470
+31
45
$570K 0.58%
4,067
+139
46
$528K 0.54%
12,381
-460
47
$507K 0.51%
1,303
+66
48
$491K 0.5%
2,331
+507
49
$484K 0.49%
13,510
+5,605
50
$474K 0.48%
+12,271
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