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
$98.7M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$6.33M
3
+$4.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.87M
5
NVDA icon
NVIDIA
NVDA
+$1.86M

Top Sells

1
+$10.9M
2
+$8.62M
3
+$4.07M
4
QJUN icon
FT Vest Growth-100 Buffer ETF June
QJUN
+$3.61M
5
GJUN icon
FT Vest US Equity Moderate Buffer ETF June
GJUN
+$3.29M

Sector Composition

1 Communication Services 9.22%
2 Technology 7.73%
3 Consumer Discretionary 6.1%
4 Healthcare 5.88%
5 Energy 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$469K 0.48%
10,524
+798
52
$387K 0.39%
9,689
-252
53
$375K 0.38%
+14,126
54
$351K 0.36%
4,131
-608
55
$341K 0.35%
802
+33
56
$333K 0.34%
924
-102
57
$316K 0.32%
1,800
58
$308K 0.31%
31,115
+6,334
59
$304K 0.31%
+11,516
60
$290K 0.29%
+3,208
61
$271K 0.27%
1,225
+360
62
$269K 0.27%
+717
63
$259K 0.26%
491
-6
64
$258K 0.26%
+5,864
65
$255K 0.26%
751
-210
66
$255K 0.26%
+2,397
67
$237K 0.24%
+5,550
68
$218K 0.22%
+450
69
$213K 0.22%
4,651
-2,650
70
$209K 0.21%
+846
71
$206K 0.21%
+5,525
72
$204K 0.21%
+5,687
73
$128K 0.13%
17,120
-1,000
74
– –
-4,013
75
– –
-103,385
1 2
3
4