PGWM
Pitti Group Wealth Management Portfolio holdings
AUM
$116M
This Quarter Return
+1.87%
1 Year Return
+15.39%
3 Year Return
+67.37%
5 Year Return
–
10 Year Return
–
AUM
$91.9M
AUM Growth
+$91.9M
(+2.7%)
Cap. Flow
+$1.26M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
57.67%
Holding
64
New
3
Increased
33
Reduced
20
Closed
4
Top Buys
| 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 |
Netflix
NFLX
|
$142K |
| 5 |
NVIDIA
NVDA
|
$140K |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.55M |
| 2 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
$3.86M |
| 3 |
ProShares S&P 500 High Income ETF
ISPY
|
$413K |
| 4 |
Hilton Worldwide
HLT
|
$206K |
| 5 |
Microsoft
MSFT
|
$53.8K |
Sector Composition
| 1 | Communication Services | 6.81% |
| 2 | Technology | 6.03% |
| 3 | Healthcare | 5.9% |
| 4 | Consumer Discretionary | 5.18% |
| 5 | Energy | 4.58% |
