PGWM

Parisi Gray Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 27.83%
This Quarter Est. Return
1 Year Est. Return
+27.83%
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 6.16%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
+35
627
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628
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+23
629
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630
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631
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632
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633
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634
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635
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636
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637
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638
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641
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642
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643
$1K ﹤0.01%
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645
$1K ﹤0.01%
+3,200
646
$0 ﹤0.01%
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647
$0 ﹤0.01%
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648
$0 ﹤0.01%
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649
$0 ﹤0.01%
+24
650
$0 ﹤0.01%
+8
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