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PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $123M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$231K
3
+$222K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$216K
5
ABBV icon
AbbVie
ABBV
+$209K

Top Sells

1
+$648K
2
+$487K
3
+$461K
4
PFE icon
Pfizer
PFE
+$386K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$354K

Sector Composition

1 Communication Services 8.41%
2 Technology 6.38%
3 Healthcare 5.48%
4 Consumer Discretionary 4.14%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,703
77
– –
-221
78
– –
-804
79
– –
-675
80
– –
-302
81
– –
-15,928
82
– –
-535
83
– –
-5,696
1 2 3
4