PGWM
Pitti Group Wealth Management Portfolio holdings
AUM
$116M
This Quarter Return
+7.65%
1 Year Return
+15.39%
3 Year Return
+67.37%
5 Year Return
–
10 Year Return
–
AUM
$89.3M
AUM Growth
+$89.3M
(-0.29%)
Cap. Flow
-$6.46M
Cap. Flow
% of AUM
-7.23%
Top 10 Holdings %
Top 10 Hldgs %
55.35%
Holding
71
New
2
Increased
28
Reduced
29
Closed
9
Top Buys
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
$1.83M |
| 2 |
Bank of America
BAC
|
$290K |
| 3 |
PayPal
PYPL
|
$246K |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
$228K |
| 5 |
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
|
$203K |
Top Sells
| 1 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$2.31M |
| 2 |
FT Vest Buffered Allocation Growth ETF
BUFG
|
$1.57M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.12M |
| 4 |
Visa
V
|
$852K |
| 5 |
NVIDIA
NVDA
|
$681K |
Sector Composition
| 1 | Communication Services | 6.95% |
| 2 | Technology | 6.74% |
| 3 | Consumer Discretionary | 5.77% |
| 4 | Healthcare | 5.42% |
| 5 | Energy | 5% |
