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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

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
$294K 0.32%
1,800
53
$291K 0.32%
7,301
54
$290K 0.32%
769
55
$287K 0.31%
10,821
56
$263K 0.29%
3,580
57
$259K 0.28%
7,905
58
$212K 0.23%
497
59
$209K 0.23%
865
60
$124K 0.13%
18,120
1 2
3