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
+$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$376K
3
+$255K
4
SHOP icon
Shopify
SHOP
+$251K
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$201K

Top Sells

1
+$403K
2
+$314K
3
+$226K
4
QDEC icon
FT Vest Growth-100 Buffer ETF December
QDEC
+$183K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$177K

Sector Composition

1 Technology 6.85%
2 Communication Services 6.5%
3 Consumer Discretionary 5.34%
4 Energy 5.12%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$364K 0.41%
1,756
-1,944
52
$361K 0.4%
9,295
+202
53
$336K 0.38%
1,489
-16
54
$321K 0.36%
1,126
-23
55
$317K 0.35%
1,073
-2
56
$309K 0.34%
4,500
+3
57
$298K 0.33%
1,326
+23
58
$297K 0.33%
11,159
-100
59
$297K 0.33%
892
60
$271K 0.3%
1,800
61
$269K 0.3%
21,354
+259
62
$255K 0.28%
+7,301
63
$251K 0.28%
+5,246
64
$250K 0.28%
3,383
-14
65
$231K 0.26%
9,066
+194
66
$228K 0.25%
6,548
+95
67
$216K 0.24%
4,401
+30
68
$201K 0.22%
+7,545
69
$51.5K 0.06%
12,820
-1,875
70
– –
-24,600
71
– –
-10,010
72
– –
-10,000
1 2
3