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
551
$5K ﹤0.01%
+47
552
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553
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566
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569
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572
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573
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574
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575
$4K ﹤0.01%
+17