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
$161M
AUM Growth
-$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$4.58M
2 +$1.82M
3 +$1.07M
4
LRCX icon
Lam Research
LRCX
+$257K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$215K

Top Sells

1 +$8.24M
2 +$6.66M
3 +$5.28M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.42M
5
AAPL icon
Apple
AAPL
+$2.86M

Sector Composition

1 Technology 12.31%
2 Financials 8.14%
3 Healthcare 6.41%
4 Consumer Discretionary 4.2%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,774
102
-1,905
103
-3,980
104
-2,711
105
-30,000
106
-327