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
$91.9M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.29M
3
+$1.67M
4
LLY icon
Eli Lilly
LLY
+$721K
5
ULBI icon
Ultralife
ULBI
+$36.1K

Top Sells

1
+$1.52M
2
+$1.28M
3
+$1.16M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$916K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$822K

Sector Composition

1 Communication Services 6.81%
2 Technology 6.03%
3 Healthcare 5.9%
4 Consumer Discretionary 5.18%
5 Energy 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$300K 0.33%
961
-273
52
$294K 0.32%
1,800
53
$291K 0.32%
7,301
54
$290K 0.32%
769
-104
55
$287K 0.31%
10,821
-2,037
56
$263K 0.29%
3,580
-166
57
$259K 0.28%
7,905
+103
58
$212K 0.23%
497
-234
59
$209K 0.23%
865
+66
60
$124K 0.13%
18,120
+5,300
61
– –
-6,354
62
– –
-14,335
63
– –
-31,192
64
– –
-27,571
65
– –
-13,100
66
– –
-11,805
1 2
3