PGWM
Pitti Group Wealth Management Portfolio holdings
AUM
$116M
This Quarter Return
+5.89%
1 Year Return
+15.39%
3 Year Return
+67.37%
5 Year Return
–
10 Year Return
–
AUM
$89.6M
AUM Growth
–
Cap. Flow
+$89.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.73%
Holding
71
New
71
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$9.22M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$6.72M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$5.77M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$4.83M |
| 5 |
FT Vest Buffered Allocation Growth ETF
BUFG
|
$4.13M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.73% |
| 2 | Communication Services | 8.02% |
| 3 | Healthcare | 5.7% |
| 4 | Consumer Discretionary | 4.2% |
| 5 | Financials | 3.19% |
