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
$85.8M
AUM Growth
-$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.55M
3
+$1.45M
4
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$1.04M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$885K

Top Sells

1
+$1.26M
2
+$1.18M
3
+$756K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$725K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$583K

Sector Composition

1 Technology 9.13%
2 Communication Services 7.16%
3 Healthcare 5.75%
4 Consumer Discretionary 4.18%
5 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$347K 0.4%
3,003
+160
52
$339K 0.4%
9,683
+16
53
$336K 0.39%
12,134
-12,764
54
$332K 0.39%
2,439
+97
55
$312K 0.36%
15,420
+1,633
56
$301K 0.35%
1,207
+260
57
$278K 0.32%
7,198
-30,502
58
$273K 0.32%
8,334
+1,841
59
$267K 0.31%
+12,000
60
$253K 0.3%
947
+77
61
$247K 0.29%
4,137
+981
62
$233K 0.27%
778
-67
63
$204K 0.24%
+6,725
64
– –
-894
65
– –
-50,000
66
– –
-4,187
67
– –
-14,206
68
– –
-12,131
69
– –
-11,894
70
– –
-8,931
71
– –
-10,566
72
– –
-41,747
73
– –
-4,336
1 2
3