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
$151M
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$468K
2 +$360K
3 +$218K
4
RTX icon
RTX Corp
RTX
+$213K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$210K

Sector Composition

1 Financials 12.64%
2 Technology 7.45%
3 Consumer Discretionary 5.59%
4 Communication Services 5.2%
5 Healthcare 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$107K 0.07%
2,165
102
$21K 0.01%
3,333
103
-4,421
104
-2,058