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
$97.5M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.17M
3
+$552K
4
NEE icon
NextEra Energy
NEE
+$404K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$246K

Top Sells

1
+$2.04M
2
+$1.5M
3
+$1.29M
4
FMAR icon
FT Vest US Equity Buffer ETF March
FMAR
+$871K
5
AAPR icon
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
+$304K

Sector Composition

1 Communication Services 8.9%
2 Technology 6.93%
3 Healthcare 6.83%
4 Consumer Discretionary 4.96%
5 Energy 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 1.09%
17,033
+838
27
$1.05M 1.07%
5,246
+18
28
$960K 0.99%
4,117
+126
29
$949K 0.97%
22,730
+28
30
$843K 0.87%
24,954
-173
31
$802K 0.82%
8,921
+302
32
$778K 0.8%
16,676
-155
33
$731K 0.75%
9,952
-1,297
34
$658K 0.68%
10,086
+174
35
$628K 0.64%
4,072
+5
36
$614K 0.63%
3,997
+30
37
$614K 0.63%
2,502
-39
38
$603K 0.62%
1,286
-11
39
$585K 0.6%
2,457
+67
40
$585K 0.6%
3,744
-37
41
$552K 0.57%
+15,874
42
$509K 0.52%
5,838
-320
43
$488K 0.5%
11,755
-626
44
$479K 0.49%
14,294
+784
45
$475K 0.49%
2,461
+130
46
$473K 0.49%
1,292
-11
47
$461K 0.47%
11,971
-300
48
$440K 0.45%
9,698
+9
49
$422K 0.43%
9,724
-800
50
$404K 0.41%
+5,705
1
2
3 4