PGWM

Parisi Gray Wealth Management Portfolio holdings

AUM $384M
1-Year Est. Return 32.53%
This Quarter Est. Return
1 Year Est. Return
+32.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$10.3M
3 +$7.82M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.57M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.56%
2 Technology 7.98%
3 Healthcare 6.35%
4 Communication Services 6.15%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$17K 0.01%
+116
377
$17K 0.01%
+830
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$17K 0.01%
+248
379
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382
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384
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385
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386
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+315
387
$15K 0.01%
+990
388
$15K 0.01%
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389
$14K 0.01%
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391
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394
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395
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396
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398
$13K 0.01%
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399
$13K 0.01%
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400
$13K 0.01%
+138