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
$157M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Sector Composition

1 Financials 11.53%
2 Technology 7.69%
3 Industrials 5.72%
4 Consumer Discretionary 5.56%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6K ﹤0.01%
222
427
$6K ﹤0.01%
646
428
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158
429
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195
+43
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2,000
431
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150
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524
433
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215
434
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96
436
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461
-106
437
$6K ﹤0.01%
637
438
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320
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$6K ﹤0.01%
500
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43
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-1,000
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40
446
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447
$6K ﹤0.01%
100
448
$5K ﹤0.01%
116
449
$5K ﹤0.01%
200
450
$5K ﹤0.01%
47