PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $117M
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.5M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.17M
3
+$552K
4
NEE icon
NextEra Energy
NEE
+$404K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$246K

Top Sells

1
+$2.04M
2
+$1.5M
3
+$1.29M
4
FMAR icon
FT Vest US Equity Buffer ETF March
FMAR
+$871K
5
AAPR icon
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
+$304K

Sector Composition

1 Communication Services 8.9%
2 Technology 6.93%
3 Healthcare 6.83%
4 Consumer Discretionary 4.96%
5 Energy 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 13.19%
431,998
+122,254
2
$7.62M 7.81%
93,191
+3,006
3
$6.74M 6.92%
24,540
+728
4
$6.4M 6.57%
181,328
+2,784
5
$4.11M 4.22%
137,761
+3,698
6
$3.59M 3.69%
6,235
-24
7
$3.53M 3.62%
21,269
-87
8
$2.38M 2.44%
25,470
-40
9
$2.23M 2.29%
38,202
+1,259
10
$2.22M 2.28%
18,662
-210
11
$2.17M 2.23%
+33,056
12
$2.03M 2.09%
11,916
+1,053
13
$1.99M 2.04%
10,250
+271
14
$1.88M 1.93%
9,892
+141
15
$1.71M 1.76%
15,792
-258
16
$1.68M 1.72%
10,870
+18
17
$1.6M 1.64%
2,862
-3,651
18
$1.46M 1.49%
3,877
-33
19
$1.42M 1.46%
1,723
+15
20
$1.39M 1.42%
23,720
-1,041
21
$1.35M 1.38%
6,057
+48
22
$1.28M 1.31%
2,280
+35
23
$1.27M 1.3%
30,111
+1,830
24
$1.26M 1.29%
16,958
-769
25
$1.16M 1.19%
23,087
+562
1
2 3 4