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PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $123M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$231K
3
+$222K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$216K
5
ABBV icon
AbbVie
ABBV
+$209K

Top Sells

1
+$648K
2
+$487K
3
+$461K
4
PFE icon
Pfizer
PFE
+$386K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$354K

Sector Composition

1 Communication Services 8.41%
2 Technology 6.38%
3 Healthcare 5.48%
4 Consumer Discretionary 4.14%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.3M 18.1%
666,832
+7,066
2
$16.3M 13.85%
174,179
-3,159
3
$7.91M 6.74%
24,115
-560
4
$4.8M 4.08%
137,632
-2,818
5
$3.98M 3.39%
5,416
-871
6
$3.87M 3.29%
20,850
-29
7
$2.7M 2.3%
41,417
+1,197
8
$2.65M 2.25%
22,070
-2,730
9
$2.59M 2.21%
33,120
-503
10
$2.48M 2.11%
11,499
-623
11
$2.29M 1.95%
9,438
-1,665
12
$2.29M 1.95%
10,605
-241
13
$2.23M 1.9%
11,954
-2,647
14
$2.09M 1.78%
18,539
-125
15
$1.83M 1.55%
8,312
-2,150
16
$1.76M 1.5%
2,648
-179
17
$1.7M 1.45%
3,285
-441
18
$1.6M 1.36%
23,789
-679
19
$1.57M 1.33%
6,147
-513
20
$1.54M 1.31%
34,122
+1,982
21
$1.52M 1.29%
20,681
+3,252
22
$1.45M 1.23%
2,163
-180
23
$1.41M 1.2%
28,146
+4,310
24
$1.33M 1.13%
16,028
-479
25
$1.18M 1.01%
1,550
-66
1
2 3 4