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
$87.4M
AUM Growth
-$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$316K
3
+$244K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$242K
5
LLY icon
Eli Lilly
LLY
+$227K

Top Sells

1
+$1.59M
2
+$906K
3
+$353K
4
NVDA icon
NVIDIA
NVDA
+$237K
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$228K

Sector Composition

1 Communication Services 7%
2 Technology 6.25%
3 Energy 5.6%
4 Consumer Discretionary 5.47%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.9M 10.18%
372,443
-2,619
2
$7.07M 8.09%
102,650
-3,192
3
$6.91M 7.9%
282,044
+9,896
4
$5.5M 6.29%
25,896
-4,265
5
$3.91M 4.47%
33,254
+1
6
$3.76M 4.3%
+171,801
7
$3.46M 3.96%
22,225
-751
8
$2.93M 3.35%
6,850
-3,730
9
$2.77M 3.16%
140,571
+1,163
10
$2.43M 2.78%
8,097
-283
11
$1.75M 2%
35,100
-2,450
12
$1.72M 1.97%
11,060
-706
13
$1.71M 1.96%
13,104
+71
14
$1.65M 1.89%
13,017
-710
15
$1.52M 1.74%
7,947
-67
16
$1.52M 1.74%
11,805
+222
17
$1.42M 1.63%
8,047
+598
18
$1.4M 1.6%
8,168
+218
19
$1.28M 1.47%
4,067
+89
20
$1.28M 1.47%
27,571
-754
21
$1.24M 1.42%
27,011
-1,281
22
$1.21M 1.38%
27,810
-5,440
23
$1.19M 1.36%
2,770
-476
24
$1.14M 1.3%
3,020
-150
25
$1.14M 1.3%
19,018
+1,498
1
2 3