PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $122M
1-Year Est. Return 18.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.5M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$404K
3
+$192K
4
MSFT icon
Microsoft
MSFT
+$57.9K
5
SOUN icon
SoundHound AI
SOUN
+$44.1K

Top Sells

1
+$8.62M
2
+$3.61M
3
+$287K
4
NVDA icon
NVIDIA
NVDA
+$204K
5
NFLX icon
Netflix
NFLX
+$164K

Sector Composition

1 Communication Services 8.64%
2 Technology 7.14%
3 Healthcare 6.26%
4 Consumer Discretionary 5.89%
5 Energy 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$304K 0.34%
790
+21
52
$291K 0.32%
909
-52
53
$283K 0.32%
8,430
+525
54
$266K 0.3%
3,751
+171
55
$260K 0.29%
1,488
+49
56
$254K 0.28%
6,077
-1,224
57
$231K 0.26%
493
-4
58
$230K 0.26%
855
-10
59
$206K 0.23%
+975
60
$170K 0.19%
19,120
+1,000
61
$53.2K 0.06%
+11,144
62
– –
-149,828
63
– –
-10,821
64
– –
-348,616
1 2
3