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
$147M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Sells

1 +$262K
2 +$198K
3 +$197K
4
WFC icon
Wells Fargo
WFC
+$193K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$190K

Sector Composition

1 Financials 12.66%
2 Technology 7.32%
3 Consumer Discretionary 5.34%
4 Healthcare 5.13%
5 Communication Services 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-134
527
-367
528
-39
529
-180