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
451
$7K ﹤0.01%
114
452
$7K ﹤0.01%
637
453
$7K ﹤0.01%
77
454
$7K ﹤0.01%
61
455
$7K ﹤0.01%
187
456
$7K ﹤0.01%
300
457
$6K ﹤0.01%
338
458
$6K ﹤0.01%
37
459
$6K ﹤0.01%
158
460
$6K ﹤0.01%
100
461
$6K ﹤0.01%
40
462
$6K ﹤0.01%
175
463
$6K ﹤0.01%
192
464
$6K ﹤0.01%
100
465
$6K ﹤0.01%
330
466
$6K ﹤0.01%
251
467
$6K ﹤0.01%
200
468
$6K ﹤0.01%
80
469
$6K ﹤0.01%
72
470
$6K ﹤0.01%
55
471
$6K ﹤0.01%
278
472
$6K ﹤0.01%
250
473
$6K ﹤0.01%
60
474
$6K ﹤0.01%
210
475
$6K ﹤0.01%
208