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
$150M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1 +$2.52M
2 +$2.37M
3 +$1.39M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.32M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$953K

Top Sells

1 +$1.01M
2 +$677K
3 +$609K
4
CVS icon
CVS Health
CVS
+$530K
5
AIG icon
American International
AIG
+$514K

Sector Composition

1 Financials 12.72%
2 Technology 7.73%
3 Industrials 6.43%
4 Healthcare 6.14%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
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656
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$0 ﹤0.01%
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659
$0 ﹤0.01%
+1
660
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661
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662
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