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
$89.5M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$413K
3
+$206K
4
MSFT icon
Microsoft
MSFT
+$61.2K
5
SOUN icon
SoundHound AI
SOUN
+$53.2K

Top Sells

1
+$8.62M
2
+$3.61M
3
+$287K
4
NVDA icon
NVIDIA
NVDA
+$256K
5
NFLX icon
Netflix
NFLX
+$183K

Sector Composition

1 Communication Services 8.64%
2 Technology 7.14%
3 Healthcare 6.26%
4 Consumer Discretionary 5.89%
5 Energy 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 12.93%
414,803
+64
2
$6.82M 7.62%
86,855
-340
3
$5.91M 6.61%
23,034
-369
4
$4.9M 5.48%
219,303
+455
5
$4.05M 4.53%
33,291
+47
6
$3.86M 4.31%
+135,806
7
$3.47M 3.88%
104,035
+650
8
$3.47M 3.87%
6,625
-344
9
$3.26M 3.65%
21,935
-7
10
$3.21M 3.59%
6,204
+40
11
$2.08M 2.33%
11,014
-255
12
$2.01M 2.24%
34,151
-394
13
$1.84M 2.06%
10,368
-120
14
$1.76M 1.96%
11,012
-76
15
$1.73M 1.94%
19,110
-2,820
16
$1.63M 1.82%
8,056
-139
17
$1.55M 1.73%
3,618
+143
18
$1.48M 1.66%
2,356
-291
19
$1.39M 1.55%
25,390
-516
20
$1.38M 1.54%
7,947
+197
21
$1.28M 1.43%
17,972
-228
22
$1.27M 1.42%
1,673
+14
23
$1.21M 1.35%
2,327
-47
24
$1.15M 1.28%
6,566
-362
25
$996K 1.11%
25,127
1
2 3