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PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $123M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$231K
3
+$222K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$216K
5
ABBV icon
AbbVie
ABBV
+$209K

Top Sells

1
+$648K
2
+$487K
3
+$461K
4
PFE icon
Pfizer
PFE
+$386K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$354K

Sector Composition

1 Communication Services 8.41%
2 Technology 6.38%
3 Healthcare 5.48%
4 Consumer Discretionary 4.14%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$392K 0.33%
7,241
+1,151
52
$370K 0.32%
8,429
-518
53
$319K 0.27%
9,690
+1,700
54
$314K 0.27%
2,110
-310
55
$312K 0.27%
844
-17
56
$290K 0.25%
4,014
-215
57
$280K 0.24%
708
58
$279K 0.24%
491
59
$273K 0.23%
843
-293
60
$268K 0.23%
1,800
61
$263K 0.22%
6,847
+167
62
$256K 0.22%
9,000
+1,000
63
$252K 0.21%
5,437
-882
64
$247K 0.21%
714
-92
65
$244K 0.21%
5,550
-575
66
$237K 0.2%
+1,025
67
$237K 0.2%
2,536
68
$234K 0.2%
2,271
-1,217
69
$221K 0.19%
5,511
-104
70
$217K 0.19%
+1,367
71
$209K 0.18%
17,514
-14,696
72
$207K 0.18%
+6,664
73
$201K 0.17%
776
-8
74
$200K 0.17%
+787
75
$123K 0.1%
17,981
+3,000
1 2
3
4