Pitti Group Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$1.75M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.57M |
| 3 |
ExxonMobil
XOM
|
+$1.37M |
| 4 |
FT Vest Buffered Allocation Growth ETF
BUFG
|
+$1.03M |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$874K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Hartford Multifactor Developed Markets ex-US ETF
RODM
|
+$1.26M |
| 2 |
First Trust Europe AlphaDEX Fund
FEP
|
+$1.22M |
| 3 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$756K |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$725K |
| 5 |
Invesco Ultra Short Duration ETF
GSY
|
+$586K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.13% |
| 2 | Communication Services | 7.16% |
| 3 | Healthcare | 5.75% |
| 4 | Consumer Discretionary | 4.18% |
| 5 | Financials | 3.07% |
Similar funds
Pitti Group Wealth Management's Q1 2022 Portfolio in Review
As of Q1 2022, Pitti Group Wealth Management held 73 positions worth $85.8M, down 4.3% from $89.6M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Pitti Group Wealth Management's Q1 2022 filing shows 2 new, 48 increased, 10 reduced and 10 closed positions. Its largest new stake was FT Vest Growth-100 Buffer ETF December: 12,000 shares worth $267K. The largest sale was Hartford Multifactor Developed Markets ex-US ETF, an estimated $1.26M.
By sector, the portfolio is most concentrated in Technology at 9.1% of assets, down from 9.7% a quarter earlier, followed by Communication Services and Healthcare.
- Pitti Group Wealth Management's largest Q1 2022 buy was FT Vest Growth-100 Buffer ETF December: 12,000 shares worth $267K.
- Pitti Group Wealth Management added most to First Trust Smith Unconstrained Bond ETF in Q1 2022, an estimated $1.75M increase.
- Pitti Group Wealth Management's biggest Q1 2022 reduction was First Trust Europe AlphaDEX Fund, cutting an estimated $1.22M.
- Pitti Group Wealth Management fully exited Hartford Multifactor Developed Markets ex-US ETF in Q1 2022, selling an estimated $1.26M.
- Pitti Group Wealth Management's ten largest holdings make up 55% of its $85.8M portfolio in Q1 2022.
- Pitti Group Wealth Management opened 2 new positions and closed 10 in Q1 2022.
- Pitti Group Wealth Management's portfolio value fell 4.3% quarter-over-quarter to $85.8M.
Based on Pitti Group Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.