PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $122M
1-Year Est. Return 18.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.84M
3
+$217K
4
ETN icon
Eaton
ETN
+$208K
5
XOCT icon
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
+$195K

Top Sells

1
+$6.25M
2
+$213K
3
+$150K
4
LLY icon
Eli Lilly
LLY
+$83.1K
5
TSLA icon
Tesla
TSLA
+$77.7K

Sector Composition

1 Communication Services 9.44%
2 Technology 6.83%
3 Healthcare 5.15%
4 Consumer Discretionary 4.88%
5 Financials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$370K 0.32%
1,165
-258
52
$356K 0.31%
1,136
-43
53
$354K 0.31%
804
+1
54
$349K 0.3%
32,210
+358
55
$341K 0.29%
3,488
+267
56
$341K 0.29%
861
+27
57
$324K 0.28%
1,800
58
$301K 0.26%
6,090
+218
59
$287K 0.25%
4,229
+131
60
$283K 0.24%
6,319
+121
61
$279K 0.24%
2,420
-10
62
$277K 0.24%
806
+41
63
$276K 0.24%
491
64
$274K 0.24%
535
+35
65
$257K 0.22%
708
66
$254K 0.22%
7,990
+645
67
$251K 0.22%
6,125
68
$248K 0.21%
6,680
-174,648
69
$245K 0.21%
7,703
+34
70
$241K 0.21%
+675
71
$222K 0.19%
+8,000
72
$219K 0.19%
221
-16
73
$218K 0.19%
5,615
-143
74
$214K 0.18%
+302
75
$210K 0.18%
+317
1 2
3
4