PGWM
Pitti Group Wealth Management Portfolio holdings
AUM
$116M
This Quarter Return
-2.41%
1 Year Return
+15.39%
3 Year Return
+67.37%
5 Year Return
–
10 Year Return
–
AUM
$87.4M
AUM Growth
+$87.4M
(-2.1%)
Cap. Flow
+$649K
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
54.49%
Holding
68
New
6
Increased
26
Reduced
29
Closed
3
Top Buys
| 1 |
FT Vest Growth-100 Buffer ETF June
QJUN
|
$3.76M |
| 2 |
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
|
$316K |
| 3 |
FT Vest US Equity Buffer ETF July
FJUL
|
$244K |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
$242K |
| 5 |
Eli Lilly
LLY
|
$227K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.59M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$906K |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$353K |
| 4 |
NVIDIA
NVDA
|
$237K |
| 5 |
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% |
