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
$157M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Sector Composition

1 Financials 11.53%
2 Technology 7.69%
3 Industrials 5.72%
4 Consumer Discretionary 5.56%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-30