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
$97.5M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.17M
3
+$552K
4
NEE icon
NextEra Energy
NEE
+$404K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$246K

Top Sells

1
+$2.04M
2
+$1.5M
3
+$1.29M
4
FMAR icon
FT Vest US Equity Buffer ETF March
FMAR
+$871K
5
AAPR icon
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
+$304K

Sector Composition

1 Communication Services 8.9%
2 Technology 6.93%
3 Healthcare 6.83%
4 Consumer Discretionary 4.96%
5 Energy 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$385K 0.39%
15,186
+1,060
52
$369K 0.38%
1,423
-47
53
$337K 0.35%
803
+1
54
$329K 0.34%
1,800
55
$319K 0.33%
31,852
+737
56
$310K 0.32%
834
-90
57
$283K 0.29%
3,221
+13
58
$269K 0.28%
491
59
$267K 0.27%
765
+14
60
$266K 0.27%
5,872
+8
61
$262K 0.27%
6,198
-20,647
62
$242K 0.25%
1,179
-1,447
63
$238K 0.24%
6,125
+575
64
$232K 0.24%
2,430
+33
65
$230K 0.24%
708
-9
66
$228K 0.23%
7,669
-50,604
67
$224K 0.23%
+237
68
$223K 0.23%
4,098
-33
69
$221K 0.23%
+7,345
70
$214K 0.22%
500
+50
71
$213K 0.22%
+1,018
72
$212K 0.22%
5,758
+233
73
$114K 0.12%
21,120
+4,000
74
– –
-52,844
75
– –
-11,516
1 2
3
4