PGWM

Parisi Gray Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 27.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$4.76M
3
+$3.04M
4
MA icon
Mastercard
MA
+$2.83M
5
LOW icon
Lowe's Companies
LOW
+$2.23M

Top Sells

1
+$140K
2
+$125K
3
+$58K

Sector Composition

1 Technology 12.95%
2 Financials 8.93%
3 Healthcare 6.82%
4 Consumer Discretionary 6.09%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,333
102
– –
-10,288
1 2 3 4
5