PGWM
Pitti Group Wealth Management Portfolio holdings
AUM
$117M
1-Year Est. Return
17.64%
1 Year Est. Return
+17.64%
AUM
$117M
AUM Growth
+$1.6M
(+1.4%)
Holding
83
Top Buys
| 1 | +$499K | |
| 2 | +$239K | |
| 3 | +$237K | |
| 4 |
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
|
+$225K |
| 5 |
Morgan Stanley
MS
|
+$217K |
Top Sells
| 1 | +$640K | |
| 2 | +$494K | |
| 3 | +$472K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$405K |
| 5 |
Pfizer
PFE
|
+$386K |
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 | |
|---|---|---|---|---|---|---|
76
FT Vest Fund of Buffer ETFs
BUFR
$8.11B
| – | – |
-7,703
|
|
||
77
Costco
COST
$409B
| – | – |
-221
|
|
||
78
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.4B
| – | – |
-804
|
|
||
79
Eaton
ETN
$129B
| – | – |
-675
|
|
||
80
Goldman Sachs
GS
$245B
| – | – |
-302
|
|
||
|
81
Pfizer
PFE
$143B
| – | – |
-15,928
|
|
||
82
Synopsys
SNPS
$83.5B
| – | – |
-535
|
|
||
83
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$90.8M
| – | – |
-5,696
|
|