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PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $123M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$231K
3
+$222K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$216K
5
ABBV icon
AbbVie
ABBV
+$209K

Top Sells

1
+$648K
2
+$487K
3
+$461K
4
PFE icon
Pfizer
PFE
+$386K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$354K

Sector Composition

1 Communication Services 8.41%
2 Technology 6.38%
3 Healthcare 5.48%
4 Consumer Discretionary 4.14%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1%
4,877
-108
27
$1.11M 0.94%
21,427
-948
28
$951K 0.81%
12,785
+2,078
29
$860K 0.73%
24,945
-4
30
$847K 0.72%
3,370
-848
31
$835K 0.71%
8,771
-292
32
$732K 0.62%
2,962
+470
33
$722K 0.61%
13,656
-2,020
34
$695K 0.59%
2,202
-322
35
$688K 0.59%
18,101
+3,179
36
$669K 0.57%
1,115
-203
37
$657K 0.56%
9,790
-443
38
$612K 0.52%
3,679
-245
39
$604K 0.51%
2,320
-126
40
$592K 0.5%
2,432
-1,134
41
$575K 0.49%
5,780
-115
42
$573K 0.49%
14,374
-2,000
43
$518K 0.44%
4,084
+6
44
$513K 0.44%
10,802
-837
45
$505K 0.43%
11,971
46
$499K 0.42%
+14,839
47
$479K 0.41%
9,720
48
$471K 0.4%
1,060
-105
49
$429K 0.37%
1,059
-233
50
$411K 0.35%
5,445
-361
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