PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $122M
1-Year Est. Return 18.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.84M
3
+$217K
4
ETN icon
Eaton
ETN
+$208K
5
XOCT icon
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
+$195K

Top Sells

1
+$6.25M
2
+$213K
3
+$150K
4
LLY icon
Eli Lilly
LLY
+$83.1K
5
TSLA icon
Tesla
TSLA
+$77.7K

Sector Composition

1 Communication Services 9.44%
2 Technology 6.83%
3 Healthcare 5.15%
4 Consumer Discretionary 4.88%
5 Financials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.93%
4,985
-261
27
$1.06M 0.91%
22,375
-355
28
$936K 0.81%
4,218
+101
29
$790K 0.68%
9,063
+142
30
$788K 0.68%
10,707
+755
31
$786K 0.68%
15,676
-1,000
32
$761K 0.66%
10,233
+147
33
$747K 0.64%
24,949
-5
34
$732K 0.63%
2,524
+22
35
$727K 0.63%
1,318
+32
36
$668K 0.58%
2,446
-11
37
$633K 0.55%
3,566
-178
38
$625K 0.54%
3,924
-73
39
$612K 0.53%
16,374
+500
40
$593K 0.51%
4,078
+6
41
$566K 0.49%
2,492
+31
42
$537K 0.46%
5,895
+57
43
$526K 0.45%
14,922
+628
44
$521K 0.45%
11,639
-116
45
$492K 0.42%
11,971
46
$474K 0.41%
1,292
47
$454K 0.39%
9,720
-4
48
$403K 0.35%
5,806
+101
49
$387K 0.33%
8,947
-751
50
$386K 0.33%
15,928
+742
1
2
3 4