PGWM

Parisi Gray Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 27.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.81%
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 +$11.7M
2 +$10M
3 +$7.54M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.44M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.32M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.56%
2 Technology 7.98%
3 Healthcare 6.35%
4 Communication Services 6.16%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
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509
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+159