PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $117M
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.7M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$6.33M
3
+$4.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.87M
5
NVDA icon
NVIDIA
NVDA
+$1.86M

Top Sells

1
+$10.9M
2
+$8.62M
3
+$4.07M
4
QJUN icon
FT Vest Growth-100 Buffer ETF June
QJUN
+$3.61M
5
GJUN icon
FT Vest US Equity Moderate Buffer ETF June
GJUN
+$3.29M

Sector Composition

1 Communication Services 9.22%
2 Technology 7.73%
3 Consumer Discretionary 6.1%
4 Healthcare 5.88%
5 Energy 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-149,828
77
– –
-10,821
78
– –
-348,616
1 2 3
4