PGWM
Pitti Group Wealth Management Portfolio holdings
AUM
$116M
This Quarter Return
-4.82%
1 Year Return
+15.39%
3 Year Return
+67.37%
5 Year Return
–
10 Year Return
–
AUM
$85.8M
AUM Growth
+$85.8M
(-4.3%)
Cap. Flow
+$1.76M
Cap. Flow
% of AUM
2.05%
Top 10 Holdings %
Top 10 Hldgs %
54.99%
Holding
73
New
2
Increased
48
Reduced
10
Closed
10
Top Buys
| 1 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$1.72M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.55M |
| 3 |
Exxon Mobil
XOM
|
$1.45M |
| 4 |
FT Vest Buffered Allocation Growth ETF
BUFG
|
$1.04M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$885K |
Top Sells
Sector Composition
| 1 | Technology | 9.13% |
| 2 | Communication Services | 7.16% |
| 3 | Healthcare | 5.75% |
| 4 | Consumer Discretionary | 4.18% |
| 5 | Financials | 3.07% |
