PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $122M
1-Year Est. Return 18.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.84M
3
+$217K
4
ETN icon
Eaton
ETN
+$208K
5
XOCT icon
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
+$195K

Top Sells

1
+$6.25M
2
+$213K
3
+$150K
4
LLY icon
Eli Lilly
LLY
+$83.1K
5
TSLA icon
Tesla
TSLA
+$77.7K

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
$209K 0.18%
+784
77
$204K 0.18%
+5,696
78
$135K 0.12%
14,981
-6,139
79
– –
-1,018
1 2 3
4