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
$203M
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$7.84M
2 +$7.67M
3 +$6.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.15M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$4.58M

Top Sells

1 +$4.73M
2 +$4.44M
3 +$2.88M
4
CEVA icon
CEVA Inc
CEVA
+$246K
5
CRWD icon
CrowdStrike
CRWD
+$204K

Sector Composition

1 Technology 10.73%
2 Financials 9.55%
3 Healthcare 7.22%
4 Consumer Discretionary 5.75%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$66.5K 0.03%
3,333
102
-49,124
103
-78,969
104
-1,237
105
-9,385