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
$91.9M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 6.81%
2 Technology 6.03%
3 Healthcare 5.9%
4 Consumer Discretionary 5.18%
5 Energy 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 11.99%
414,739
2
$8.62M 9.38%
348,616
3
$6.57M 7.15%
87,195
4
$5.55M 6.04%
23,403
5
$4.66M 5.07%
218,848
6
$3.61M 3.93%
149,828
7
$3.44M 3.74%
21,942
8
$3.32M 3.62%
33,244
9
$3.29M 3.58%
103,385
10
$2.93M 3.19%
6,164
11
$2.47M 2.68%
6,969
12
$2.02M 2.2%
7,750
13
$1.91M 2.08%
6,909
14
$1.79M 1.94%
10,488
15
$1.71M 1.86%
11,269
16
$1.64M 1.79%
8,195
17
$1.55M 1.69%
11,088
18
$1.34M 1.46%
25,906
19
$1.33M 1.45%
6,928
20
$1.31M 1.42%
3,475
21
$1.29M 1.4%
2,647
22
$1.22M 1.33%
18,200
23
$1.13M 1.23%
2,374
24
$1.09M 1.18%
2,193
25
$967K 1.05%
1,659
1
2 3