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
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$10.3M
3 +$7.82M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.57M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.56%
2 Technology 7.98%
3 Healthcare 6.35%
4 Communication Services 6.15%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$6K ﹤0.01%
+95
527
$6K ﹤0.01%
+368
528
$6K ﹤0.01%
+61
529
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530
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531
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532
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533
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534
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535
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536
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537
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540
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541
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546
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+43
548
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+300
549
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550
$5K ﹤0.01%
+100