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
$97.5M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.17M
3
+$552K
4
NEE icon
NextEra Energy
NEE
+$404K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$246K

Top Sells

1
+$2.04M
2
+$1.5M
3
+$1.29M
4
FMAR icon
FT Vest US Equity Buffer ETF March
FMAR
+$871K
5
AAPR icon
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
+$304K

Sector Composition

1 Communication Services 8.9%
2 Technology 6.93%
3 Healthcare 6.83%
4 Consumer Discretionary 4.96%
5 Energy 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,687
77
– –
-4,651
78
– –
-846
79
– –
-1,225
1 2 3
4