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
$89.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$6.72M
3
+$5.77M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.83M
5
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$4.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.73%
2 Communication Services 8.02%
3 Healthcare 5.7%
4 Consumer Discretionary 4.2%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$459K 0.51%
+11,780
52
$428K 0.48%
+1,191
53
$412K 0.46%
+1,643
54
$391K 0.44%
+1,076
55
$379K 0.42%
+7,300
56
$371K 0.41%
+2,342
57
$358K 0.4%
+2,214
58
$351K 0.39%
+845
59
$345K 0.38%
+9,667
60
$333K 0.37%
+947
61
$323K 0.36%
+6,702
62
$301K 0.34%
+1,800
63
$286K 0.32%
+8,931
64
$277K 0.31%
+13,787
65
$263K 0.29%
+4,303
66
$233K 0.26%
+870
67
$231K 0.26%
+6,493
68
$209K 0.23%
+894
69
$205K 0.23%
+4,187
70
$201K 0.22%
+3,156
71
$195K 0.22%
+50,000
1 2
3