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
$83.8M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$694K
3
+$625K
4
AMZN icon
Amazon
AMZN
+$618K
5
GM icon
General Motors
GM
+$615K

Top Sells

1
+$686K
2
+$516K
3
+$473K
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$466K
5
CRM icon
Salesforce
CRM
+$414K

Sector Composition

1 Healthcare 5.91%
2 Technology 5.8%
3 Energy 5.41%
4 Consumer Discretionary 5.31%
5 Communication Services 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$340K 0.41%
+1,075
52
$316K 0.38%
1,800
53
$314K 0.37%
10,010
54
$309K 0.37%
1,303
+83
55
$301K 0.36%
11,259
-194
56
$296K 0.35%
892
57
$285K 0.34%
+5,775
58
$283K 0.34%
+4,497
59
$281K 0.34%
1,149
+85
60
$245K 0.29%
+21,095
61
$244K 0.29%
+3,397
62
$212K 0.25%
+8,872
63
$208K 0.25%
+6,453
64
$207K 0.25%
+4,371
65
$183K 0.22%
10,000
-1,000
66
$91.8K 0.11%
24,600
67
$56.7K 0.07%
+14,695
68
– –
-4,888
69
– –
-2,877
70
– –
-19,370
71
– –
-12,608
72
– –
-11,048
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