PGWM
Pitti Group Wealth Management Portfolio holdings
AUM
$122M
1-Year Est. Return
18.6%
This Fund
S&P 500
1 Year Est. Return
+18.6%
AUM
$122M
AUM Growth
+$4.16M
(+3.5%)
Holding
80
Top Buys
| 1 | +$10.5M | |
| 2 | +$1.04M | |
| 3 | +$448K | |
| 4 |
IBUF
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
|
+$379K |
| 5 |
Uber
UBER
|
+$314K |
Top Sells
| 1 | +$9.75M | |
| 2 | +$860K | |
| 3 | +$499K | |
| 4 |
Exxon Mobil
XOM
|
+$427K |
| 5 |
Jack Henry & Associates
JKHY
|
+$268K |
Sector Composition
| 1 | Communication Services | 8.03% |
| 2 | Technology | 6.06% |
| 3 | Healthcare | 6.02% |
| 4 | Consumer Discretionary | 4.09% |
| 5 | Financials | 2.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ford
F
$51.6B
| $186K | 0.15% |
14,202
-3,312
|
|
||
77
Ultralife
ULBI
$129M
| $117K | 0.1% |
20,443
+2,462
|
|
||
78
BP
BP
$115B
| – | – |
-24,945
|
|
||
79
FMC
FMC
$2.15B
| – | – |
-14,839
|
|
||
|
80
Jack Henry & Associates
JKHY
$11.1B
| – | – |
-1,800
|
|