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
$87.4M
AUM Growth
-$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$316K
3
+$244K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$242K
5
LLY icon
Eli Lilly
LLY
+$227K

Top Sells

1
+$1.59M
2
+$906K
3
+$353K
4
NVDA icon
NVIDIA
NVDA
+$237K
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$228K

Sector Composition

1 Communication Services 7%
2 Technology 6.25%
3 Energy 5.6%
4 Consumer Discretionary 5.47%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$316K 0.36%
+12,858
52
$315K 0.36%
1,234
-39
53
$296K 0.34%
9,132
-267
54
$292K 0.33%
873
+1
55
$289K 0.33%
731
56
$272K 0.31%
1,800
57
$266K 0.3%
7,301
58
$261K 0.3%
3,746
-3
59
$244K 0.28%
+6,354
60
$233K 0.27%
5,269
+377
61
$227K 0.26%
+423
62
$220K 0.25%
7,802
+91
63
$201K 0.23%
+799
64
$129K 0.15%
+13,100
65
$125K 0.14%
12,820
66
– –
-9,000
67
– –
-3,960
68
– –
-6,225
1 2
3