PGWM

Parisi Gray Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 27.83%
This Quarter Est. Return
1 Year Est. Return
+27.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$841K
3 +$768K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$572K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$543K

Top Sells

1 +$7.5M
2 +$322K
3 +$217K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$209K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$168K

Sector Composition

1 Financials 12.6%
2 Technology 8.26%
3 Industrials 6.64%
4 Healthcare 6.01%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$11K 0.01%
723
-1,100
402
$11K 0.01%
489
403
$10K 0.01%
867
404
$10K 0.01%
148
405
$10K 0.01%
600
406
$10K 0.01%
156
407
$10K 0.01%
320
408
$10K 0.01%
750
409
$10K 0.01%
62
410
$10K 0.01%
432
411
$10K 0.01%
487
412
$10K 0.01%
200
413
$10K 0.01%
170
414
$9K 0.01%
222
415
$9K 0.01%
88
416
$9K 0.01%
1,325
417
$9K 0.01%
107
418
$9K 0.01%
200
419
$9K 0.01%
79
-599
420
$9K 0.01%
38
421
$9K 0.01%
112
422
$9K 0.01%
800
423
$9K 0.01%
100
424
$9K 0.01%
177
425
$9K 0.01%
479