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
$98.7M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$6.33M
3
+$4.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.87M
5
NVDA icon
NVIDIA
NVDA
+$1.86M

Top Sells

1
+$10.9M
2
+$8.62M
3
+$4.07M
4
QJUN icon
FT Vest Growth-100 Buffer ETF June
QJUN
+$3.61M
5
GJUN icon
FT Vest US Equity Moderate Buffer ETF June
GJUN
+$3.29M

Sector Composition

1 Communication Services 9.22%
2 Technology 7.73%
3 Consumer Discretionary 6.1%
4 Healthcare 5.88%
5 Energy 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.22M 9.34%
+309,744
2
$6.9M 6.99%
23,812
+409
3
$6.82M 6.91%
90,185
+2,990
4
$6.33M 6.42%
+178,544
5
$4.21M 4.27%
+134,063
6
$3.82M 3.87%
6,513
+349
7
$3.66M 3.71%
6,259
-710
8
$3.09M 3.13%
21,356
-586
9
$2.3M 2.33%
36,943
+30,034
10
$2.27M 2.3%
2,551
-96
11
$2.16M 2.18%
16,050
+13,857
12
$2.14M 2.17%
9,751
-1,518
13
$2.05M 2.08%
10,852
-236
14
$2.03M 2.06%
18,872
-14,372
15
$1.95M 1.98%
9,979
-509
16
$1.92M 1.95%
10,863
+3,113
17
$1.78M 1.8%
58,273
-356,466
18
$1.65M 1.67%
3,910
+435
19
$1.5M 1.53%
6,009
-919
20
$1.46M 1.48%
24,761
-1,145
21
$1.35M 1.37%
17,727
-473
22
$1.32M 1.34%
2,245
-129
23
$1.32M 1.34%
1,708
+49
24
$1.29M 1.31%
52,844
-166,004
25
$1.25M 1.27%
+28,281
1
2 3 4