PGWM
Parisi Gray Wealth Management Portfolio holdings
AUM
$420M
1-Year Est. Return
27.01%
This Fund
S&P 500
1 Year Est. Return
+27.01%
AUM
$273M
AUM Growth
+$33.5M
(+14%)
Holding
607
Top Buys
| 1 | +$691K | |
| 2 | +$419K | |
| 3 | +$334K | |
| 4 |
Walt Disney
DIS
|
+$304K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$208K |
Top Sells
| 1 | +$2.42M | |
| 2 | +$1.77M | |
| 3 | +$444K | |
| 4 |
Mastercard
MA
|
+$438K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$390K |
Sector Composition
| 1 | Technology | 11.92% |
| 2 | Financials | 8.33% |
| 3 | Consumer Discretionary | 6.5% |
| 4 | Healthcare | 5.88% |
| 5 | Communication Services | 5.53% |