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
+$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$3.61M
3
+$287K
4
NFLX icon
Netflix
NFLX
+$142K
5
META icon
Meta Platforms (Facebook)
META
+$122K

Top Sells

1
+$8.38M
2
+$7.55M
3
+$3.86M
4
ISPY icon
ProShares S&P 500 High Income ETF
ISPY
+$413K
5
HLT icon
Hilton Worldwide
HLT
+$206K

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
+52
52
$294K 0.32%
1,800
53
$291K 0.32%
7,301
+1,224
54
$290K 0.32%
769
-21
55
$287K 0.31%
+10,821
56
$263K 0.29%
3,580
-171
57
$259K 0.28%
7,905
-525
58
$212K 0.23%
497
+4
59
$209K 0.23%
865
+10
60
$124K 0.13%
18,120
-1,000
61
– –
-135,806
62
– –
-975
63
– –
-9,795
64
– –
-11,144
1 2
3