PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $116M
1-Year Est. Return 15.39%
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$6.72M
3
+$5.77M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.83M
5
BUFG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.22M 10.29%
+349,595
2
$6.72M 7.5%
+85,460
3
$5.77M 6.43%
+23,883
4
$4.83M 5.39%
+10,171
5
$4.13M 4.61%
+203,387
6
$3.98M 4.44%
+23,278
7
$2.81M 3.13%
+53,139
8
$2.17M 2.42%
+6,450
9
$2.06M 2.3%
+5,187
10
$1.98M 2.21%
+13,680
11
$1.76M 1.97%
+31,170
12
$1.73M 1.93%
+9,737
13
$1.72M 1.92%
+12,223
14
$1.7M 1.89%
+9,883
15
$1.66M 1.86%
+29,732
16
$1.63M 1.81%
+37,700
17
$1.54M 1.72%
+8,419
18
$1.51M 1.68%
+3,161
19
$1.42M 1.58%
+4,213
20
$1.38M 1.54%
+27,392
21
$1.33M 1.48%
+30,935
22
$1.28M 1.42%
+24,638
23
$1.26M 1.4%
+41,747
24
$1.23M 1.38%
+8,960
25
$1.18M 1.31%
+1,950
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