PGWM
Pitti Group Wealth Management Portfolio holdings
AUM
$116M
1-Year Est. Return
15.39%
1 Year Est. Return
+15.39%
AUM
$116M
AUM Growth
+$18.4M
(+19%)
Holding
79
Top Buys
| 1 | +$7.52M | |
| 2 | +$7.02M | |
| 3 | +$241K | |
| 4 |
IBUF
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
|
+$222K |
| 5 |
Goldman Sachs
GS
|
+$214K |
Top Sells
| 1 | +$6.49M | |
| 2 | +$213K | |
| 3 | +$188K | |
| 4 |
Netflix
NFLX
|
+$89.7K |
| 5 |
Eli Lilly
LLY
|
+$83.4K |
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 | |
|---|---|---|---|---|---|---|
76
Hilton Worldwide
HLT
$61.2B
| $209K | 0.18% |
+784
|
|
||
77
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$116M
| $204K | 0.18% |
+5,696
|
|
||
78
Ultralife
ULBI
$107M
| $135K | 0.12% |
14,981
-6,139
|
|
||
79
AbbVie
ABBV
$406B
| – | – |
-1,018
|
|