PGWM
Pitti Group Wealth Management Portfolio holdings
AUM
$116M
This Quarter Return
+10.34%
1 Year Return
+15.39%
3 Year Return
+67.37%
5 Year Return
–
10 Year Return
–
AUM
$89.5M
AUM Growth
+$89.5M
(-2.6%)
Cap. Flow
-$7.48M
Cap. Flow
% of AUM
-8.36%
Top 10 Holdings %
Top 10 Hldgs %
56.46%
Holding
64
New
4
Increased
20
Reduced
33
Closed
3
Top Buys
| 1 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
$3.86M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.6M |
| 3 |
ProShares S&P 500 High Income ETF
ISPY
|
$413K |
| 4 |
Hilton Worldwide
HLT
|
$206K |
| 5 |
Microsoft
MSFT
|
$61.2K |
Top Sells
| 1 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$8.62M |
| 2 |
FT Vest Growth-100 Buffer ETF June
QJUN
|
$3.61M |
| 3 |
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
|
$287K |
| 4 |
NVIDIA
NVDA
|
$256K |
| 5 |
Netflix
NFLX
|
$183K |
Sector Composition
| 1 | Communication Services | 8.64% |
| 2 | Technology | 7.14% |
| 3 | Healthcare | 6.26% |
| 4 | Consumer Discretionary | 5.89% |
| 5 | Energy | 5.64% |
