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
$273M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$820K
2 +$427K
3 +$331K
4
DIS icon
Walt Disney
DIS
+$297K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$220K

Top Sells

1 +$2.48M
2 +$1.82M
3 +$454K
4
MA icon
Mastercard
MA
+$430K
5
SCHO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$1K ﹤0.01%
+34
602
0
603
$1K ﹤0.01%
+13
604
$1K ﹤0.01%
+5
605
$0 ﹤0.01%
+58
606
$0 ﹤0.01%
+6
607
$0 ﹤0.01%
+17