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
$131M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$359K
3 +$245K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$166K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$164K

Top Sells

1 +$198K
2 +$167K
3 +$165K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$136K
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$78K

Sector Composition

1 Financials 14.79%
2 Technology 7.98%
3 Industrials 5.92%
4 Healthcare 5.91%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
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677
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678
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679
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680
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681
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682
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683
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684
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685
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686
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687
-54